Debts, Deficits and Bonds With Schwab’s Jones: Macro Matters

16/01/2025 23 min
Debts, Deficits and Bonds With Schwab’s Jones: Macro Matters

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Episode Synopsis

The two standout risks with the new US administration are tariffs and immigration policy, Kathy Jones, chief fixed-income strategist at Charles Schwab, says in the latest episode of Bloomberg Intelligence’s Macro Matters podcast. Jones is joined by host and BI chief US rates strategist Ira Jersey to discuss the outlook for Treasury markets and the economy. The pair discuss the recent drivers of yields across the curve, as well as inflation and potential fiscal risks to growth as the new administration enters office. They also hit on government debt and deficits, and how these influence bond market valuations.
The Macro Matters podcast is part of BI’s FICC Focus series. 

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