Talking Data Episode #10: Is the Bond Market Finally Awakening?

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Welcome to the tenth edition of our podcast series: Talking Data which offers timely insights into macro data and its impact on the economy and markets.

Our podcast features Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

We have been asking when the bond market will wake up. Today we will be discussing if we are starting to see signs of life.

Topics Include:
• Are Long-end yields and inflation at a critical juncture?
- Will yields rise or fall into the end of 2020? 2021?
- When could inflation (core or headline) finally pierce 2% YoY?
• How will further fiscal stimulus and a Biden victory factor in?
- Do deficits matter?
- Can the Fed counter-act with dovish policy?
• Investors are already positioned/hedged for higher yields, does this matter?
- How does the Fed's QE impact rates?Investors are already positioned/hedged for higher yields, does this matter?
- How does the Fed's QE impact rates?