Oct 15, 2020
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the cause of recent bond buying from overseas as well as the potential impact recent stimulus discussions and new coronavirus cases could have on the economic recovery.
Topics covered include:
- How foreign buyers view the U.S. bond markets
- Relationship between hedging costs and U.S. yields
- Recent equity market strength and stimulus discussions back on table
- New coronavirus cases and potential impact on economic recovery