Bond Market Calm
Aug 27, 2026 · 35 min · 13 segments
In this podcast, Tony and Jared discuss Treasury yields, Fed policy, gold, oil, copper, Bitcoin, Nvidia, energy, and the potential for a broader natural resources recovery…
Aug 27, 2026 · 35 min · 13 segments
In this podcast, Tony and Jared discuss Treasury yields, Fed policy, gold, oil, copper, Bitcoin, Nvidia, energy, and the potential for a broader natural resources recovery…
Tony GreerHostJared DillianHost
Matt ZieglerGuestBut the thing is, is that now there's this focus on the long end of the yield curve, right? So bonds went to 534.
And if Warsh... wants the long end to go down, what he should do is hike, right? Because he's going to flatten the curve.
If he cuts, the curve is going to steepen and the long end is going to sell off, right? And there really is, I mean, in an ideal world, Warsh would say something that would get all rates to come down in parallel.
But the thing is, is that now there's this focus on the long end of the yield curve, right? So bonds went to 534.
And if Warsh... wants the long end to go down, what he should do is hike, right? Because he's going to flatten the curve.
If he cuts, the curve is going to steepen and the long end is going to sell off, right? And there really is, I mean, in an ideal world, Warsh would say something that would get all rates to come down in parallel.
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