Government Bond Yields Hit 5%; Buying Bank Bonds Yielding 7.5%; Why Fixed-Rate Bond Duration is Attractive; Fed Makes the RBA Look Like Sleepy Hollow...
In this exciting new episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments shaping the current economic climate, including:
- Why the US Federal Reserve is making the RBA look like sleepy hollow
- What government bond yields around 5% pa mean for the pricing of all assets
- The emergence of big bank bond yields as much as 7.5% pa
- Why massive consumer savings buffers are delaying this hiking cycle
- Thinking about optimal asset-allocation between floating-rate and fixed-rate bonds
- Why fixed-rate bond duration is looking very attractive
- Why this default cycle is getting nastier and creating problems for loans and risky debt securities
You can listen on:
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