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Bond markets are off to a bumpy start in September with government borrowing costs rising sharply around the globe. In this week’s podcast, Karen and Hugh break down what is troubling bond investors, how policymakers may respond, and whether equity investors need to worry.
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פרקים אחרים בפודקאסט הזה
This week, Karen and Hugh discuss recent strong economic data and lingering inflation concerns that are pushing up bond yields. They then delve into what to make of the bond market interventions we’re increasingly seeing from finance ministers and treasury secretaries who are grappling with higher…
Following a busy week for central banks, Hugh was joined by Iain Stealey, International CIO for Global Fixed Income, Currency and Commodities, to dissect the recent rate decisions and look at where global government bond markets are offering the best value. The pair also discussed last week’s US e…
The market is wrapping up a stellar earnings season with growth broadening by geography and sector. No wonder markets keep hitting all-time highs. Karen and Hugh break down the earnings news and discuss what the macro data suggests about the outlook from here.
In this week’s episode, Karen and Hugh reflect on the outlook for inflation and the Middle East, what the earnings season tells us about the broadening of opportunities, and why it’s a good time to invest despite the geopolitical turmoil.
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-J.P. Morgan Asset Management Market Insights, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.
