In this episode of Grow Money Business Grant covers the recent news and changes in the bond markets. September saw the Federal Reserve hike interest rates (with another likely on the way by year end), the 10-year US bond yield increase by about 0.5%, and mortgage rates of 7.28%. Grant covers the how, why, and what it means for your portfolio in this episode of the podcast.
Show Notes
[01.53] Market Update – Changes in the market during the month of September.
[03.50] Article of the Week – An article on the structural decline in office demand.
[06.20] Interest Rates – Grant explains how U.S. interest rates are being repriced as the bond market responds to persistent inflation risks.
[12.52] Inflation and Political Pressure – Grant talks about fed independence, inflation, and the direction of rates.
[21.18] Uncertainty and Long-Term Bond Yields – Grant shares how U.S. debt and geopolitical risks are weighing on Treasury yields.
[26.23] Rising Rates & Investor Risks – What does higher rates mean for long-duration bond portfolios?
[34.30] Bonds in Retirement – Grant explains how bonds provide retirees with protection during stock market downturns, allowing them to avoid selling stocks at depressed prices while they recover.
Resources
What’s Eating The Office?