Macro Matters: Rabobank’s Lawrence on Rates and Global Markets
With global bond yields at multi-decade highs and markets pricing further central-bank tightening, investors are reassessing the relative value of rates, equities and currencies. Christian Lawrence, chief cross-asset strategist at...
By Aditya Somani · Bloomberg
With global bond yields at multi-decade highs and markets pricing further central-bank tightening, investors are reassessing the relative value of rates, equities and currencies. Christian Lawrence, chief cross-asset strategist at Rabobank, joins Bloomberg Intelligence chief US interest rate strategist Ira Jersey to discuss that and more on this Macro Matters edition of the FICC Focus podcast. Lawrence argues that the recent surge in Treasury yields has been driven more by real rates and strong