Waiting for Yields to Sink

Featuring Dr. Komal Sri-Kumar

Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, still likes buying 10-year Treasury bonds. Citing catalysts including the potential impact of trade tensions, he discusses why yields should fall by the end of the year, in this interview with Brian Price. Filmed on July 27, 2018.

Published on
30 July, 2018
Topic
Bonds, Trading, Geopolitics
Duration
16 minutes
Asset class
Bonds/Rates/Credit
Rating
9

Comments

  • MS

    Mark S.

    9 11 2018 18:50

    0       0

    Good luck with that 2.4% target by year end 😁.

  • DR

    David R.

    31 7 2018 18:58

    1       0

    Ditto,.. Outstanding short interview!!

  • KK

    Kiriakos K.

    31 7 2018 07:14

    0       1

    Good interview.
    One thing I don't understand is why banks cannot make money when the Central Bank interest rate is low.
    A bank profits by lending at a margin that depends on the risk of the loan. For example if the rate is 7% and the Bank is lending out at 9% isn't it as profitable as lending at 2% when the rate is 0% (?)
    Further more if the rate of the Central Bank is 0% doesn't it make bank lending less risky? A bad loan cannot creats a loss bigger the initial capital amount since there are no extended loss by accumulation over time. (?)

  • cr

    cc r.

    31 7 2018 06:34

    1       0

    Nice video. Dr. Sri Kumar is pretty clear and to the point.

  • DS

    David S.

    30 7 2018 20:48

    2       0

    It is a pleasure to listen to Dr. Sri-Kumar. His facts support his predictions and he may be correct. My uncertainty gauge, however, is off the scale. Since I do not have to invest, I will wait. DLS

  • ML

    M L.

    30 7 2018 20:28

    4       0

    ...And the interviewer did a good job too. Good segment all round.

  • ML

    M L.

    30 7 2018 20:27

    4       0

    Komal is excellent. We need to have him back for a longer segment. I think he has been consistently right on a number of fronts over the years, and he is a very good orator.

  • RE

    Richard E.

    30 7 2018 19:02

    1       6

    "Give me a year for us to see a correction". Awesome. One can say that any given year. There was very little value-add in this video

  • V!

    Volatimothy !.

    30 7 2018 18:30

    0       0

    Brian looked surprised to hear a 15 to 20% correction within a year. I thought that was a conservative number.

  • AA

    Aymman A.

    30 7 2018 17:55

    3       0

    Excellent. Please have him back for bigger longer macro analysis of all markets.

  • JT

    Jimmy T.

    30 7 2018 15:12

    2       0

    The video is only 15 min, but the home page shows 25 min. The interest rate environment controls everything else.

  • RM

    Russell M.

    30 7 2018 14:47

    4       2

    I did not hear him address the affect of increased Treasury borrowing to fund the US tax cuts and Fed QT efforts including escalating the balance sheet runoff to $50 billion/mo in October. This would tend to prevent the 10 year from falling to 2.4% I would think.