We start with the big issue, dalios warning resonating from davos to new york. Take a listen. A 1 rise in bond yields will produce the largest bear market in bonds that weve seen since the 19801981 period. Has that bear market started . Are we in it . I think were in it. There will be a time the bank of japan and ecb begin tightening. There will be a time when arbitrage narrows and maybe when bond yields increase. I dont see that now, unless im wrong on inflation. I dont believe the federal will get the 10year to three point 6 . I dont think the bear market is starting. Since 1990 we had many, many predictions of a bear market in bonds, but it has not happened. Lisa joining me in new york is Subadra Rajappa, and Rachel Golder, and coming to us from london is Luke Hickmore. Alright, so i want to start with you, subadra. The big question is, has the selloff in benchmark bonds just begun, for is this the extent of it and will people pile back in . Subadra thats a good question. I think th
Supporters. Bloomberg markets asia. Haidi this recovery however long it lasts will be a oneway bet the way it has been over the past few months. There is a sense this is a market that is trying to find its footing after the selloff. The worst selloff in seven years, we did get that treasury story again. Here in asia, not too bad. Lets take a look at where things were tracking. Japanese stocks with strong gains. And it upside of 1 . The topics much the same. Nd we are bucking the trend there is a sense of caution where volatilitys come down but higher than where we were a week ago. Gone backngs have not to normal. When you look at what will be happening in hong kong we will see how much investors look at the trade data. Will they ignore it or put more weight on it . That would give you an indication that we are back to regular programming. The other thing i want to mention, have a look at this chart. To real stress times for the market, gf cn red. You have the european debt and green an
These are your markets. We see a little pressure on the stoxx 600. In treasuries,. 0297. We will delve into that deeper and what that means for kuroda. We are getting breaking news. The conference number a touch below estimates. Look at the markets and it is not having them a seven impact. Coming up, the chairman of geo group joins us. We also speak with jeffrey you. , imtle bit later today excited about this interview. Conversation with the latvia governor. First, heres nejra cehic. Theresa may and colleagues will try to thrush out an agreement on what kind of trade deal they wont the European Union. It comes with just over 30 months until brexit day with may urgently needing to spell her blueprint. Meanwhile, the u. K. Has asked the eu for flexibility on the length of the brexit transition with a longer bridging face that phase. Bank of america is the first to commit his longterm future to the u. K. Even as the country depressor brexit. They have extended the lease in the london head
We start with the big issue, dalios warning resonating from davos to new york. A 1 rise in bond yields will produce the largest bear market we have seen since the 19801981 period. Are we in it . There will be a time of the bank of japan and ecb begin tightening. That will be the time when bond yields increase. I dont see that now, unless im wrong on inflation. I dont believe the Federal Reserve will tighten before suggested. I dont think the bear market is starting. Since 1990 we had many, many predictions but it has not happened. Lisa joining me in new york is Subadra Rajappa, and rachel , and coming to us from london is Luke Hickmore. I want to start with you, subadra. Forthe selloff just begun, is this the extent of it and will people pile back in . Subadra thats a good question. I think there is still more room for bonds the selloff from here. They seem to be pricing higher over the last in the last few months. I think we could probably go a little higher. It depends on where the f
We start with the big issue, dalios warning resonating from davos to new york. Take a listen. Ray a 1 rise in bond yields will produce the largest bear market in bonds that weve seen since the 19801981 period. Has that bear market started . Are we in it . Ray i think were in it. There will be a time the bank of japan and ecb begin tightening. That will be the time when bond yields increase. I dont see that now, unless im wrong on inflation. I dont believe the Federal Reserve will get the 10 year to 3. 60 . I dont think the bear market is starting. Since 1990 we had many, many predictions of a bear market in bonds, but it has not happened. Lisa joining me in new york is Subadra Rajappa, and Rachel Golder, and coming to us from london is Luke Hickmore. Alright, so i want to start with you, subadra. The big question is, has the selloff in benchmarks just begun, for is this the extent of it and will people pile back in . Subadra thats a good question. I think that there is still more room