Cause-and-Effect of Inflation on Yields and Delta Variant Risk

Published on
July 20th, 2021
Duration
66 minutes


Cause-and-Effect of Inflation on Yields and Delta Variant Risk

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Featuring James Bianco and Jack Farley

Published on: July 20th, 2021 • Duration: 66 minutes

Jim Bianco, president and CEO of Bianco Research, is welcomed by Real Vision’s Jack Farley to discuss his thoughts on the lowering of yields and the effect of inflation on the bond market. Hailing from the non-transitory inflation camp, Bianco explains the relationship between the recent inflation data and the reaction in the bond market. Bianco also shares his thoughts on the potential of the exogenous shock to markets from the delta variant and how it may lead to a reversing of the reflation trade. To access Jim's charts, please go to this link: https://rvtv.io/36PkdS2

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