Published on: March 16th, 2021 • Duration: 64 minutes
For most of the last twelve months, the bond market was sleepy with most investors keenly focused on rapidly rising equities. Now three months in 2021, investors have gotten a strong reminder that the global bond market and more specifically U.S. Treasurys are still driving the bus that is global asset prices. In this interview with Real Vision managing editor Ed Harrison, Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, returns to update viewers on his outlook for the bond market in light of the recent action. Together, they’ll explore the next potential moves for policy makers like the Fed, the knock-on effects for other asset classes like equities and the dollar, and how rising or falling bond yields impact sector rotation.