Macro Matters: Yield-Curve Steepening With Mizuho’s Konstam

04/09/2025 26 min
Macro Matters: Yield-Curve Steepening With Mizuho’s Konstam

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Episode Synopsis

The real yield curve may steepen from both ends much further then it has, Mizuho Securities Head of Macro Strategy Dominic Konstam says on this Macro Matters edition of FICC Focus podcast. Konstam joins host Ira Jersey, head of interest-rate strategy at Bloomberg Intelligence. After reviewing Konstam’s career arc, the two discuss term premium and how shifts in the yield curve could effect risk assets. Konstam thinks Trump Administration policies will continue to weight on the dollar.

The Macro Matters podcast is part of BI’s FICC Focus series.

More episodes of the podcast FICC Focus