Bond Market Signals Deflation: High-Quality Structured Credits Stand Out

Sean Dranfield joins Oliver Renick to discuss the bond market and its recent moves. He argues that the 10-year Treasury yield's significant decline since the start of the year is a sign of a "risk off" move, and that the bond market is pricing in deflationary outcomes and recession. He also mentions that commercial mortgage-backed securities are an attractive option, despite potential credit risk concerns.

Morning Trade Live

03 Apr 2025

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