Fed Chair Kevin Warsh spoke at the IMF meetings in Bangkok this morning and offered no guidance on rates, and the odds of a Fed hold in October rose to 85%. The 8:30 hosts dig into a strange market move: Thursday’s PPI report came in hot, just like CPI the day before, yet the 10-year Treasury yield fell from about 5.35% back to 5%. Is the bond market signaling that inflation has peaked, or that it already priced in the Fed’s rate hikes? The hosts ask whether yields peaked on October 5, why some big bond investors are coming back, and how a roughly 5% Treasury yield compares with the 3% to 3.5% that a typical dividend portfolio pays.
Watch The 8:30 live weekdays 8:30-9:30am ET.
00:00 Warsh at the IMF: No guidance
00:20 Odds of an October Fed hold
00:42 Hot PPI, falling yields
01:10 Has the bond market done the Fed’s work?
01:27 Have yields peaked?
02:13 Cash as an asset again
02:31 Dividend stocks vs. Treasuries
#BondYields #FederalReserve #Inflation
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571
source
