Wilfred (Wilf) Frost
speaker
2,338 appearances
15 recordings
1 series
first heard May 2026
last heard 3 Aug
Wilfred (Wilf) Frost’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 — 15 in all, peaking in Jun 2026 with 6.
Appearances
The thing that has changed, I'd argue, in the last 10 days, though, is even if oil prices haven't got up to that level, bond yields have got to their highs again.
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How much of that do you think is a factor that will cause equity markets to wake up to the scale of impact that maybe this war should be having?
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for
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I guess I have two follow-ups to that.
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One is, what is the sort of level, if we use the 10-year, that you think would cause
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Scott Besson and Donald Trump to change what they're doing, to back down on whatever market unfriendly actions they're taking at the current moment in time, whether it's tariffs or war.
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I mean, because I feel like the first phase of the war is like 4.4%, but this time around, it's obviously a bit higher than that where their pain threshold is.
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But I guess linked to that is, will we get to a point where they can't put the genie back in the bottle again and yields rise to a damaging level regardless of if they back down in Iran, for example?
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But what's interesting, I guess you're saying, is even in the positive scenario towards yields there, it's kind of negative towards the dollar, which maybe we'll come back to in a moment.
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Sticking on yields and treasuries, but stepping back long term, I'm just kind of interested to get your take on the extent to which there still is major demand for US treasuries, how that's changed over time, the sort of history almost of who the main holders of them are and the kind of trends you've observed in the last 12 to 24 months of how that's changing.
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I guess what comes to mind to me off hearing you say that is that when we see what sounds like it would be a correlated fall in equities and bond prices together, that it might well be sharp but quite short-lived.
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If one way or another, whether it's Treasury-led or Fed-led or united between them, the base case expectation, which it sounds like, correct me if I'm wrong, is your expectation, that the authorities will step back in again.
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Well, I hope you'll come back on and tell our listeners if and when you see that moment as a big buying opportunity.
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But let's fast forward to that hypothetical anyway.
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Showing 21–40 of 2,338 · page 2 of 117
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