Rob Armstrong
👤 Speaker
1482
total appearances
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2
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Podcast Appearances
Unhedged
What’s bothering bonds?
Have we hired someone who knows what he's talking about, Katie?
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What’s bothering bonds?
You know, this is this is a very important fact about it.
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What’s bothering bonds?
I noticed the Australian 10-year is also paying 5%.
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What’s bothering bonds?
So you can flip over to Australia and get the same yield.
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What’s bothering bonds?
Shall we broaden the lens to the world?
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What’s bothering bonds?
Issuing bonds and having the central bank buy them is printing money.
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What’s bothering bonds?
I think it's because of the size, liquidity, and structure of the market rather than the quality of the asset.
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What’s bothering bonds?
So it's a universally accepted, highly liquid, large, easy to access market in a currency that everybody understands and wants.
Unhedged
What’s bothering bonds?
So in global bond markets, it pays to be the biggest and the U.S.