Can Bonds Still Do Their Job?

Hosts discuss the recent bond market selloff and rebound driven by hot CPI and AI-related concerns, the 60-40 debate, earnings season, credit risk in AI financing, and next week's FOMC meeting and data.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.