“If the Bond Market Has a Problem, Everyone Will Have a Problem”

Published on
March 11th, 2021
Duration
38 minutes


“If the Bond Market Has a Problem, Everyone Will Have a Problem”

Daily Briefing ·
Featuring Peter Boockvar, Jim Bianco, and Ed Harrison

Published on: March 11th, 2021 • Duration: 38 minutes

Real Vision managing editor Ed Harrison welcomes James Bianco, president of Bianco Research, and Peter Boockvar, chief investment officer of Bleakley Advisory Group and editor of The Boock Report, to the Daily Briefing to analyze the ongoing gyrations in the U.S Treasurys market and how their future path will impact almost every asset class. Harrison notes the Dow Jones Industrial Average reached an all-time high, and Boockvar and Bianco consider the halting of the rotation trade. Boockvar explains that inflation expectations will continue to vex the bond market while Bianco argues that a 10 year rate above 3% would be a serious problem for leveraged institutions. They investigate the effect of yields on the U.S. dollar, and Boockvar and Bianco share their ideal asset allocation in this unique investment environment.

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