Bonds: Pinned Between Dovish Central Banks and Expansionary Governments

This week we find out more about the Fed’s monetary policy outlook given recent softer jobs data, and the likely timing and size of Biden’s stimulus package. Which will bond markets care about most?

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There is nothing more fascinating than a fixed income instrument. Nothing. Listen to Jim transport you to a world of convexity, basis points, covenants and debt-to-gdp. For professional investors only. No advice here. No mention of funds or products. Personal thoughts, not that of any employer.