In our latest podcast, Portfolio Manager Anujeet Sareen and Senior Vice President – Investment Specialist Katie Klingensmith discuss the drivers behind the recent moves in US Treasury yields. They cover a range of topics, including:
- The outlook for growth and inflation
- What the Federal Reserve may need to see to keep rates on hold
- A potential shift in the equilibrium rate
- The impact of fiscal policy on the direction in yields
While there are several factors influencing growth and inflation, they describe three potential catalysts that could drive yields lower.
Press play below to listen to the full commentary.
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