Audio: The Bursting Bond Bubble

Ironsides Macroeconomics 'It's Never Different This Time'

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Audio: The Bursting Bond Bubble

Correlation fever, the government bond bubble, shackling central banks, recession fake news, earnings risk fully discounted

Barry C. Knapp

Oct 24, 2022

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This audio recap focuses on our October 22 note, The Bursting Bond Bubble

Figure 3: We last showed this curve in April when a deep inversion of the breakeven inflation curve was the driver of an inversion of the nominal 2s10s Treasury curve. Now the curve and rates are being driven by monetary policy. In other words, it isn’t inflation driving Treasury y…

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