Скачать или смотреть Is the Treasury Market Still Safe? Bank of America Strategist Weighs In | WSJ’s Take On the Week

On WSJ’s Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by explaining how financial trading platform Robinhood’s stock may tell investors what they need to know about the markets right now. They discuss how company’s CEO, Vlad Tenev, recently visited the White House to discuss “MAGA Accounts,” President Trump’s proposal for a new tax-preferred savings account for children. Plus, with the Federal Reserve’s next interest-rate decision coming this week, the hosts share how tariffs may play a role in the question of when to cut rates.

Later on the show, Meghan Swiber, senior U.S. rates strategist at Bank of America's investment banking arm BofA Securities, shares the latest happenings with the world’s largest bond market, the U.S. Treasury. Long-term Treasury bond yields have risen in recent months, raising concerns that U.S. or international investors are backing away from assets that are usually considered risk-free. She explains what’s going on, and how investors should think about volatility in what usually feels like a placid part of the market.

Chapters:
00:00 Introduction to this week’s guest
00:50: What Robinhood’s stock tells us about the market
02:00: President Trump’s MAGA Accounts
03:30: Upcoming Federal Reserve interest rate decision
06:00: Key indicators to understanding the Treasury market
08:15: Why the Treasury market is seen as a global risk-free asset class
10:30: How the U.S. deficit impacts the bond market
12:00 Investors’ perception of the U.S. dollar
15:00: Investment portfolios and risk allocation
16:30: Demand base for Treasury securities
18:00: The best time to buy into Treasury bonds
20:30: Can the Treasury market break?

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

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