Attention Economy


Thursday, October 5, 2023

Bond Market Volatility


The Bond Market’s Message
https://www.wsj.com/articles/the-bond-markets-message-federal-reserve-inflation-monetary-policy-53557ae5
 
Rising Interest Rates Mean Deficits Finally Matter
https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719
Investors ignored deficits when inflation was low. Now they are paying attention and getting worried.

 
Structural Shifts and Interest Rate Volatility:
New era of inflation will bedevil central banks and bond markets by VIVEKANAND JAYAKUMAR, The Hill– July 1, 2022
https://thehill.com/opinion/finance/3543857-new-era-of-inflation-will-bedevil-central-banks-and-bond-markets/
Will the ‘Great Moderation’ Give Way to the ‘Great Volatility’? By VIVEKANAND JAYAKUMAR, Spring 2023
https://www.ut.edu/uploadedFiles/Academics/Business/TBESpring2023_Final.pdf