A Twist of Rates

The transcript discusses the impact of the coronavirus on global and US economies, focusing on treasury yields, market reactions, and economic indicators. It highlights the challenges faced by the US and global markets, including profit margins and policy dynamics. The discussion also covers investment strategies in light of current economic conditions.

What is the significance of the jobs report mentioned in the text?

How does the impact of China on the US economy compare today to during the SARS outbreak?

What factors are contributing to the current state of the treasury market?

What are the potential risks mentioned regarding the US economy and corporate sector?

What are the implications of the corporate bond market's performance on CEO confidence?

What does the text suggest about the future of inflation and the Fed's approach?

How does the text describe the current sentiment among investors regarding the bond market?