bonds
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 12, 2023 by Urien Timmer · across every show →
Everything said about bonds, oldest first
Sep 12, 2023 neutral
Timmer: Higher cost of capital from Fed rate hikes requires broad asset resets
“All investments are really valued as the present value of future cash flows, and that's true for bonds, it's true for stocks, and what the Fed was doing last year was raising the cost of capital, and that requires a reset for all assets, and that's exactly wha…”
Sep 12, 2023 bullish
Timmer: Bonds Will Hedge Volatility Better in a 2024 Recession
“If we do get a recession down the road sometime in 2024, Then you would think that bonds will do what they normally do, which is to protect investors from volatility, and again, last year, bonds were in the eye of the volatility storm, but now that yields are …”