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Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses the outlook for bond yields, inflation, the U.S. dollar, and Fed monetary policy.
*This video was recorded on October 31, 2024
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0:00 - Intro
0:27 - Inflation expectations
2:47 - Q3 GDP and retail sales
4:16 - Unemployment rate outlook
6:21 - Wage growth
8:21 - AI and unemployment
9:50 - Oil and inflation
10:26 - Fed monetary policy outlook
13:36 - Yield curve
14:30 - MOVE index
15:23 - Duration risk
19:45 - Corporate bonds
20:39 - Dollar outlook
22:50 - Fed funds rate vs. Treasury yield
#dollar #investing #economy
