What You Need to Know About the Yield Curve | Market Insights Podcast from Fisher Investments
Bank lending is a big factor for the economy and stock market, and the yield curve has historically been a big factor in bank lending. But this bellwether can be tough to understand, and it may not convey the same signals now that it has in years past. In this episode of Fisher Investments’ Market Insights podcast, Client Communications Group Vice President Naj Srinivas sits down with Research Analyst Christo Barker to discuss changes to the short and long end of the yield curve in recent months, the effect on the lending environment, and other considerations and drivers for the Financials sector. They start by defining what the yield curve is and why it’s important, before moving on to the present-day yield curve and why an inversion is (and isn’t) meaningful. They also cover the reasons long rates are falling, and what’s happening at the short end of the curve, as well as how this affects banks’ borrowing costs. This podcast was recorded August 30, 2019, in San Mateo, California. Please subscribe and let us know your thoughts in the comments below! Connect with us on: Facebook - / fisherinvestments Twitter - / fisherinvest LinkedIn - / fisher-investments