Lots More on the Global Selloff in Government Bonds

2025-01-10 · 22 min · 13 entities

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Lots More on the Global Selloff in Government Bonds
→ discusses Business concept

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Feed category: Business
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mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

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evidence rules-v4
Feed category: Business News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

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evidence rules-v4
Feed category: News
discusses Investing concept

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evidence rules-v4
Feed category: Investing
discusses News Commentary concept

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evidence rules-v4
Feed category: News Commentary
discusses Business News concept

0.40

evidence rules-v4
Feed category: Business News

companys 2

mentioned Bloomberg company

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Feed author/publisher: Bloomberg
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

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evidence rules-v4
Lots More on the Global Selloff in Government Bonds

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appeared on Odd Lots podcast

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evidence rules-v4
Lots More on the Global Selloff in Government Bonds

Episode description as stored

One of the biggest stories in markets right now is the huge selloff in government bonds. And we're not just talking about the US here. The UK is seeing multi-year highs in long-end yields. So is Japan. And of course, the US 10-year Treasury is close to its highest level in a year, despite the recent rate cuts from the Federal Reserve. So what's going on? Is it just about inflation and growth expectations or is there more to it? On this episode, we speak to Jay Barry, head of global rates strategy at JPMorgan Securities, who breaks it all down and gives us his estimate of where fair value now stands. Read More: Fed’s Barkin Says Term Premium Moving Long Rates, Not Inflation Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.