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Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

Company

About
Privacy
Terms
Support

Contact

support@barbellinsights.com

Barbell Insights is research software, not investment advice.

Navigating the volatility in global bond markets – Goldman Sachs Exchanges — Transcript

Navigating the volatility in global bond markets

Episode publishedJanuary 21, 2025Podcast: Goldman Sachs ExchangesGoldman Sachs Exchanges↗

Mentioned

Federal Reserve $GS

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Market views

Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.

Bullish

US10Y— The market is overestimating the neutral rate of interest, suggesting that bond yields may fall.
FISCALRESP— The market is underestimating the potential fiscal responsibility of the next administration, both in terms of income and spending.
CORPBOND— High yields in corporate bonds are attracting investors, leading to tight credit spreads and potentially good risk-adjusted returns.

Bearish

UKGILT— Goldman Sachs forecasts UK gilt yields to fall to 4%, which is significantly below current levels.
TARIFFS— The market is overestimating the impact of tariffs on inflation under the next administration.

Not investment advice.