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Podcast: FICC Focus
Episode: Fiscal Policy vs. the Bond Market - Who Breaks?: Macro Matters
Description: âI think ultimately the bond market is the disciplinarian for fiscal policymakersâ says Mike Medeiros, macro strategist at Wellington Management. Medeiros joins Macro Matters hosts Ira Jersey, Bloomberg Intelligence chief US rates strategist, and Will Hoffman, BIâs senior associate US-Canada rates strategist, to discuss all things US and Canadian rates. The trio has one foot on each side of the border on this episode, unpacking the recent bond-market moves and their drivers. They cover the developing state of fiscal budgets and potential stimulative impacts on these economies, as well where monetary policy and yield curves may be headed as price...