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Is the Bond Market Wrong?

Author
Jeff Snider
Published
Fri 13 Jun 2025
Episode Link
https://share.transistor.fm/s/9a140f38

Why are LT rates rising? Most people say it is the long overdue reckoning. After resisting inflation, the Fed, most of all insane debt levels for years, the chickens have finally come home to roost for longer-dated Treasury notes and bonds. And that would mean the market was wrong about all those factors up until now. What IS happening on the curve?

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

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