Jersey, Collender on Bond Vigilantes and the Fed

The video discusses the current state of rate markets, highlighting the absence of bond vigilantes and the low volatility in fixed income rates. It examines recent US economic data, suggesting it is a temporary blip rather than a sign of significant growth. The Federal Reserve's strategy regarding interest rate hikes is explored, considering potential challenges like a government shutdown. Overall, the market is not pricing in significant risks, and the Fed aims to maintain a balanced approach.

What is the current state of bond vigilantes in the market?

• They are actively influencing the market.

• They are hiding and not visible in the market.

• They are causing high volatility.

• They are pushing rates to 3%.

How is the recent U.S. economic data described in the transcript?

• A major disappointment.

• A temporary blip.

• A significant growth trend.

• A sign of policy change.

What has been the impact of Donald Trump's election on economic growth according to the transcript?

• It has led to a significant economic boom.

• It has caused a major recession.

• It has not resulted in expected growth.

• It has led to immediate policy changes.

What is the Federal Reserve's current stance on interest rate hikes?

• They are planning three more hikes this year.

• They have decided against any hikes.

• They are considering one more hike this year.

• They plan to hike rates aggressively.

What past event is mentioned as a consideration for the Fed's current strategy?

• The 2008 financial crisis.

• The 2013 taper tantrum.

• The 2020 pandemic.

• The 2016 election.