The New Fed vs The Good Old Bond Market

The New Fed vs The Good Old Bond Market

January 30, 2026 · 37 min

About this episode

Alf and Brent discuss the impact of the new Fed Chair on US bond market policies and its implications for the USD and large bond market players.

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent discuss how the appointment of the new Fed Chair could shape the US policy making objective in the bond market. The repercussions on the USD and on the incentive schemes for other large bond market players (e.g. Japanese investors) are not to be underestimated.

People in this episode

Hosts: Alfonso Peccatiello, Brent Donnelly

Topics covered

Keywords

Mentioned in this episode

Organizations: Fed, Japanese investors

Places: US

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