Robin Brooks
speaker
308 appearances
6 recordings
3 series
first heard Feb 2026
last heard 20 Aug
Robin Brooks’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Aug 2026 with 3.
Appearances
And so markets here are worried that there's something wrong with monetary policy, and honestly, they're worried about the politicization of the Federal Reserve that the Fed is keeping rates low.
Because people feel like it's under the influence of Trump.
The other thing obviously that's happening lately is that it feels like oil prices are going back up again.
And so bond markets obviously don't like that because they think it leads to inflation.
But the bigger issue that you're mentioning is, you know, in the end there is a finite pool of capital.
All the AI investment, the hyperscalers and so on, everyone's chasing after z the same amount of money.
What I would say in terms of differentiating these different factors is in the end.
Yields have risen most for countries that are most highly indebted.
So that tells you this is about some kind of sovereign risk premium.
Yeah, I mean I think the bond markets
tend to react quite strongly to if the Fed is easing
with this president in the White House.
So we saw a similar thing last summer.
Jackson Hall almost a year ago, August twenty second, Jay Powell announced
Well, he didn't announce, but he gave a speech that was incredibly dovish and basically said
In so many words, we're gonna ease.
And we saw a very similar steepening, which means long term yields rise more than short term yields, steepening in the yield curve that we're seeing now.
So
Markets here are incredibly sensitive to the perception that monetary policy is dominated by politics, Kai.
So if you look at the tenure, right, we're at four point seven.
Showing 81–100 of 308 · page 5 of 16
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