One of the biggest stories in markets right now is the huge selloff in government bonds. And we're not just talking about the US here. The UK is seeing multi-year highs in long-end yields. So is Japan. And of course, the US 10-year Treasury is close to its highest level in a year, despite the recent rate cuts from the Federal Reserve. So what's going on? Is it just about inflation and growth expectations or is there more to it? On this episode, we speak to Jay Barry, head of global rates strategy at JPMorgan Securities, who breaks it all down and gives us his estimate of where fair value now stands.

Read More: Fed’s Barkin Says Term Premium Moving Long Rates, Not Inflation

One of the biggest stories in markets right now is the huge selloff in government bonds. And we're not just talking about the US here. The UK is seeing multi-year highs in long-end yields. So is Japan. And of course, the US 10-year Treasury is close to its highest level in a year, despite the recent rate cuts from the Federal Reserve. So what's going on? Is it just about inflation and growth expectations or is there more to it? On this episode, we speak to Jay Barry, head of global rates strategy at JPMorgan Securities, who breaks it all down and gives us his estimate of where fair value now stands. Read More: <a href="https://bloom.bg/4gN8llU">Fed&rsquo;s Barkin Says Term Premium Moving Long Rates, Not Inflation</a>

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Tuesday and Thursday for interviews with the most interesting minds in finance, economics and markets.

Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday. 

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday.

Lots More on the Global Selloff in Government Bonds

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/19901d20-e9f2-45ab-b68f-b260013e44af/transcript

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