DB-Feb25,2021: Real Vision managing editor Ed Harrison welcomes James Bianco, president of Bianco Research, to the Daily Briefing to make sense of the massive rout in long-dated Treasury bonds that is perturbing every aspect of the market—from high-flying growth names like Tesla to gold to Treasury inflation-protected securities (TIPS). Bianco connects bond ... Show More
Oct 5
How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up? They also head to Europe, where surging French bond yields, political uncertai ... Show More
33m 1s
Sep 21
Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026
Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the conditions falling into place for another leg higher? They also unpack the new U.S.–De ... Show More
27m 20s
Sep 2022
9-8-2022 – Should Bonds Still Play a Role in Your Portfolio?
The Fed is hiking interest rates, and, in response, bonds have suffered some of their worst losses in decades. Today's Stocks & Topics: Goldman Sachs, High-Rate Dividends, LUMN - Lumen Technologies Inc., Roth I-R-A, VDE - Vanguard Energy ETF, HIMX - Himax Technologies Inc. ADR, M ... Show More
46m 18s
Oct 2023
The increasingly odd bond market
<p>The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down. And at the same time, equities moved in the same direction. That’s not supposed to happen. Today on the show, we try to figure out what is happening and why. Also we short our p ... Show More
18m 22s
Apr 2025
Here's Why America's Debt is a Trade War Victim
US Treasury bonds have long served as a refuge for investors during times of panic. But as President Donald Trump unleashes an assault on global trade, their status as the world’s safe haven is increasingly coming into question. Yields, especially on longer-term debt, have surged ... Show More
9m 4s