30-Year Real Yield Near Financial Crisis Level
Youtube·2026-07-10 21:51

I'll start with you, because it feels like this week was a big reminder that geopolitical risk is still real, and it reasserted itself back in these markets. And I wonder how you're thinking about energy, as we were just discussing with Mike, that's not the entire story when it comes to inflation expectations. But again, it certainly doesn't help.Yeah, definitely. Higher energy prices, higher oil prices has led to higher inflation expectations. And uh, it's almost restarted this drought from global bond yie ...

30-Year Real Yield Near Financial Crisis Level - Reportify