The Bond Vigilantes Are Back! And They're NOT Happy About Deficit Spending | Ed Yardeni

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Ed Yardeni, the investment strategist who coined the term "bond vigilantes" back in 1983 declares they are back & responsible for the painful recent rise in bond yields. Specifically, Ed thinks concerns about the high degree of deficit spending & increase in supply of US Treasurys is what has awakened them from their decades-long slumber.

Where does Ed see bonds & stocks headed from here? We discuss in detail in this interview.

Follow Ed at https://yardeniquicktakes.com/

TIMESTAMPS
0:00 Bond vigilantes and their impact on interest rates.
1:00 Bond market dynamics and potential yield increases.
5:03 Economic recession and interest rates.
11:37 Housing market cooling, construction employment, and economic impact.
17:24 Government spending, interest rates, and consumer debt.
24:18 US economy, corporate profits, and bond market.
31:06 Stocks vs bonds, earnings, and valuation multiples.
37:07 Bond market trends and potential scenarios.
44:07 Fed's actions, inflation, and economic slowdown.
47:19 Economic outlook, inflation, and market trends.
52:55 Macroeconomic trends and investment strategies.
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#bondyields #bondvigilantes #recession2024
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