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"You can't hit the global economy with a shock of that magnitude and not expect bad things to happen." - Jeff Currie [00:01:13]
"The 2-year note yield has now poked its head above the Fed funds rate, which is telling you the markets think that interest rates are going to go up." - Michael McKee…
Executive Summary
This Bloomberg TV segment features Oxana Aronov (JP Morgan Asset Management) and Jeff Sherman (DoubleLine Capital) discussing the complex dynamics of the current interest rate environment. The core thesis is that traditional fixed income is struggling to serve as a reliable hedge outside of a deep recession due to persistent fiscal policy concerns, **inflation…
Corrected Yield Curve Quotes
"Treasuries resumed their role as a traditional haven, helped by the latest Challenger data and jobless claims showing weakness in the labor market. The 2s10s curve steepened to the widest in more than four years." — Narrator (Scarlett Fu) [00:02:56]
"The 2s10s steepener is probably the easiest money…