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Show Notes
The trends in markets since June - higher yields, lower equities, wider credit spreads - pulled a sharp U-turn over the past week. Lower bond yields have provided the impetus for a decent equity and credit rally. Listen to hear about where bond yields are headed from here and what it means for the equity market.
Participants:
- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Michael Reid (Desk Strategy), US Economist
- Lori Calvasina (Research), Head of U.S. Equity Strategy
Research Analyst opinions are their published views, independent of those expressed by Desk Analysts