“some macro analysts believe it's only a matter of time before government bonds start to Rally as they should during such circumstances”Coin Bureau, relaying another source: Interest rates will rise
Said on Sep 28, 2022, at 19:03 in the video.
The window it was checked over
Federal funds target range, upper limit: Federal Reserve Board via FRED, figures as first published. The shaded span is the window the call was checked over; grey bands are recessions.
Result at every window
All windows are shown, so none is pickedSomebody else's forecast — not scored
What was said around it
primary issue arising from the incorrect implementation of a coordinated monetary and fiscal policy I know this sounds insane but it's quite possible that extreme deflation is what comes next Once the inflation fight has been won according to the author's quote this scenario would argue for a preference of nominal bonds over inflation-linked instruments this is interesting because so far government bonds have failed to be the safe haven asset they typically are during downturns they've fallen in value along with everything else some macro analysts believe it's only a matter of time before government bonds start to Rally as they should during such circumstances I must admit I don't fully understand the reasoning there but it sounds like it's the same reasoning of the experts over at BlackRock what I'm wondering is what happens when the financial crisis comes it's easy to forget that the financial crisis being talked about in this research paper is the one that happened immediately after the pandemic hit what we seem to be facing now is something else entirely it's too soon to say how bad the next downturn will be but the last time we had a great depression the way we got out of it was
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
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