Tariffs, Treasuries, and taxes: What comes next?
Update: 2025-05-13
Description
Fixed income portfolio manager Connor Fitzgerald joins host Amar Reganti to discuss the potential effects of tariffs and other fiscal decisions on the bond market.
2:20 Liberation Day fallout
5:10 Tariffs as taxes
7:40 Breaking down market impacts
10:10 Structural increase in term premia
12:45 Inflation breakeven signals
15:55 Probability of recession
19:00 Managing fixed income portfolios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
