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Forthlane Off the Charts | with Andrew Sarna
Forthlane Partners, Stories and Strategies
Bond Market Revolts | Hot Jobs | The Fed Dilemma
SEP 9, 202613 MIN
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Description
Trade wars are giving way to a new set of pressures; rising bond yields, a stronger-than-expected jobs report, and a Fed caught between hiking and losing credibility.
In this episode of Off the Charts, Andrew Sarna and Vanessa Hui unpack why US 10-year yields near 17-year highs are squeezing risk assets, what a blowout August jobs report actually says about the health of the economy, and whether the Fed hikes at next week's FOMC meeting.
Listen for:
:28 Why are bond yields at 17-year highs putting risk assets under pressure?
2:17 What would actually need to reverse for yields to come down?
4:42 What does the August jobs report really tell us about the US economy?
7:54 Why is Canada's job market a more worrying picture than the US?
9:20 Will the Fed hike rates next week... and what happens either way?
CONNECT WITH ANDREW SARNA
Website | LinkedIn
Off the Charts Newsletter
CONNECT WITH VANESSA HUI
Website | LinkedIn
This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions

