How worried should investors be about the debt-fuelled bet on US Treasuries?

Ninety One | The Big Picture - A podcast by Ninety One - Tuesdays

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Bond yields in the US have been on the rise since 2020. From a low of below 1%, the 10-year yield at the time of publication is over 4.5%. Yes, inflation is still elevated and interest rates are thus remaining high, but are there other factors at play? Jason Borbora-Sheen explains the fundamentals and the actions of market participants, their consequences and the potential outcomes. Hosted on Acast. See acast.com/privacy for more information.

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