Show Notes
With the 10-year Treasury yield hitting 16-year highs at 5.20%, is this the return to historical normal—or the start of a market break?
Chapters 00:00 - Introduction & Market Overview 03:01 - Analyzing the Week's Bond Market Frenzy 07:09 - Shifts in FOMC Rate Expectations 08:27 - Economic Growth and Potential GDP 13:30 - Historical Context: 5,000 Years of Interest Rates 17:04 - Economic Resilience vs. Market Fears 18:38 - Drivers of Yields: Growth, Energy, Policy, and Deficits 23:03 - The Fed's Dilemma Heading into October 26:14 - Bond Math and Are Yields Near a Peak? 29:56 - Closing Question: Does the Fed Lead or Follow the Market?
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