Forthlane Off the Charts | with Andrew Sarna

Forthlane Partners, Stories and Strategies

Bond Market Revolts | Hot Jobs | The Fed Dilemma

SEP 9, 202613 MIN

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