“The 10-year tip now yields 2.92%, Katie… that’s starting to be enough of a yield where I kind of want to own that.”
RA
Rob Armstrong
Unhedged ·
“Since July, the 10-year has gone from something like 4.5% to today… it’s around 5.25% as we speak.”
The Real Eisman Playbook · 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
Play from 12:16
12:16
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
cited the change in the 10-year Treasury yield since July
from ~4.5% to 5.25%
Said nearby on the same subject
“What would it take for the bond market to have a negative return over the next 10 years? It would take 14%-15% 10-year yields in the next five to seven years.”
JB
Jim Bianco
Monetary Matters with Jack Farley ·
“The day before the war started… 10-year yield… was below 4%. Now we’re sitting with a yield of 5.25%”
♫
Said on Prof G Markets
“At one point, we had about a 80% correlation on a one-month basis between two-year treasury yields and the price of oil.”
♫
Said on Monetary Matters with Jack Farley
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.