Gunjan Banerji
speaker
560 appearances
12 recordings
1 series
first heard Apr 2018
last heard Nov 2024
Gunjan Banerji’s voice in public audio — every appearance, attributed to the second.
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Appearances
The sports betting boom has completely taken off.
And it goes back to what we were talking about, this desire to take big risks.
I mean, it's been wild times in the government bond market.
It actually is.
It's wild times in the government bond market.
We're seeing moves we haven't seen in decades.
Actually not normal for treasuries to move at this rate and to see bond yields jump at the pace that they have.
I love it too.
This whole tightening of financial conditions discussion is really interesting because...
I think we all think of the Fed as this really powerful institution and what the Fed does impacts markets and impacts the economy.
But now what Fed speakers are talking about is not the Fed influencing markets.
They're talking about the markets influencing the Fed.
They're saying that treasury yields have moved up so much that they've actually tightened financial conditions without the Fed having to increase interest rates.
And when bond yields rise, you see a tightening of financial conditions.
Exactly.
Maybe they'll stop spending.
Maybe the economy will start to cool because you're seeing this tightening of financial conditions.
It's really interesting because I think for so long, people did not believe the Fed, right?
The Fed kept saying interest rates are going to be higher for longer.
They're going to be higher for longer.
Showing 221–240 of 560 · page 12 of 28
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