108 Ian Bezek - How The Fed Is Losing Control
October 25, 2016•25 min
Bond yields have been rising globally, does this mean the search for yield is over? With interest rates rising and the Fed hinting at a rate hike in December, the yield landscape is changing. I sit down with Ian Bezek to discuss what's going on and what we can do about it. A quick overview: Are rising yields here to stay? Where is all the global optimism coming from? How much control does the Fed really have? Are the Fed and the Markets at odds over yields? How do the Fed, big banks, bonds, and interest rates all work together? What do the problems at Deutsche Bank (DB) tell us about the yield landscape? Are we on the brink of a recession? Companies Referenced: 20+ year Tresuries (TLT), S&P 500 (SPY), 7-10 year Tresuries (IEF), 1-3 year Tresuries (SHY), PIMCO Total Return (BOND), Core Total US Bond (AGG), High Yield Corporate Bond (HYG) I hope you enjoy the interview.