32:00
Essential
•Daily Briefing
Will Inflation Derail Bonds?
Markets chop as investors wait for tomorrow's CPI print.
Featuring Kathy Jones and Maggie Lake
Apr 09, 2024 • 32 minutes
Kath Jones, chief fixed income strategist at Charles Schwab & Co., joins Maggie Lake to discuss why good news for the economy is currently bad news for markets, how bonds are reacting to the unwinding of rate cut expectations, and why emerging market bonds could present an interesting opportunity for investors.
Show MoreReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
More EpisodesReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
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