Will Interest Rates Spike After The Election? | Schwab's Kathy Jones
Manage episode 449215798 series 3614106
Sign up to Kalshi http://kalshi.com/davidlin, the first 500 traders to deposit $100 get a $20 credit. 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 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW KATHY JONES: Charles Schwab: https://www.schwab.com/learn X (@KathyJones): https://x.com/KathyJones FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 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
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