How Global Bonds are Rewriting the Rules of the Market

07/10/2025 21 min Temporada 1 Episodio 4
How Global Bonds are Rewriting the Rules of the Market

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Episode Synopsis

Send us a textIn this episode of Insights Over Coffee, host Sahhar Saleh and guest Ilias El Bahraoui delve into the complexities of global yield curves, the pressures facing the Federal Reserve, and the implications of fiscal deficits. They discuss the current state of rate markets, the challenges posed by various global economies, and the role of the Bank of Japan in shaping market dynamics. The conversation also touches on credit spreads, market risks, and the potential for future economic turbulence, culminating in a segment that evaluates recent market headlines.