Global Treasury Markets: How Low Can Yields Go?
On this week’s Business Monitor Podcast we assess the outlook for global treasury markets. 2010 has thus far been a gangbusters year for treasuries and the implications for interest rate and inflation expectations has heavily reinforced our core macroeconomic outlook for a major downturn in global demand growth. Key questions addressed in the podcast include: How much further can the bull run in tresauries last? Are we at risk of a fixed income bubble? What are the implications of yield compression for equities and FX? What does treasury strength in the US and Eurozone mean for emerging market assets? Head of Country Risk & Financial Markets Justin Patrie is joined by Global Economic Strategist Tim Cooper, Head of Europe Analysis Mark Schaltuper and Head of Latin America Analysis Richard Hamilton.
