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16th November 2023

Rathbones - The Sharpe End podcast: S…bend it like Biden?

Is US President Joe Biden’s huge infrastructure stimulus bending the US Treasury yield curve more than Beckham at the dead ball? Moderating inflation hasn’t stopped long-term US Treasury bond yields from whipping higher (and therefore prices falling sharply) in the past couple of months – could it be worries around government spending and the much larger amount of bonds being sold at auction? Meanwhile, earnings season has dominated stock markets recently, so the Rathbones multi-asset  investing team discuss the winners and losers this time round and why, plus more. 

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Investments, Investment Commentary

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