Global Bond Yields & Fed Outlook (with Matt Miller)

Libby Cantrill attributes high global yields to unsustainable debt levels and lack of political will, exacerbated by Iran war inflation fears. She differentiates the US (better growth) from other G7 nations. She expects the Fed to stay on hold but sees a risk of rate cuts if an inflation shock migrates into a growth shock.

yields

Term premiums are going to continue to be high as long as you have these sort of high debt levels and really the lack of political will.

16 calls

-2

no reliable edge (random outcomes)

4/6/2026 10:30:45 PM	short term cautious up	6 days later	-1.06%	-0.53%
3/25/2026 12:26:08 AM	medium term cautious down	20 days later	-3.03%	+1.52%
11/25/2025 8:46:35 PM	short term cautious down	5 days later	+2.45%	-1.23%
11/12/2025 4:29:08 PM	medium term cautious down	20 days later	-1.34%	+0.67%
11/5/2025 12:18:17 AM	medium term cautious down	20 days later	-2.32%	+1.16%
10/24/2025 5:08:46 PM	short term cautious down	7 days later	+2.73%	-1.36%
10/15/2025 10:59:52 PM	medium term cautious down	20 days later	+4.55%	-2.28%
10/2/2025 6:11:21 PM	medium term sharp down	20 days later	-3.11%	+4.66%
9/30/2025 9:58:43 PM	short term up	5 days later	+1.36%	+1.36%
9/17/2025 10:02:22 PM	short term cautious down	5 days later	+0.39%	-0.19%
9/16/2025 9:04:34 PM	short term sharp down	5 days later	+1.64%	-2.47%
9/12/2025 11:53:46 AM	medium term cautious down	21 days later	+3.17%	-1.59%
9/11/2025 5:44:45 PM	medium term cautious down	20 days later	+0.66%	-0.33%
8/22/2025 6:06:13 PM	short term down	8 days later	+0.05%	-0.05%
8/12/2025 10:24:43 PM	short term sharp down	5 days later	+2.43%	-3.65%

Show all 15 yields results

SignalTube