Latest / The Real Investment Show (Full Show)
8-24-26 Is the Basis Trade Distorting Bond Yields
Are Treasury yields still sending investors a reliable signal about inflation, growth, and Federal Reserve policy, or is the massive basis trade distorting the message? Lance Roberts explains how the basis trade works, why it matters for Treasury yields, and whether investors can still trust the bond market as an economic and market signal. 0:00 INTRO 1:02 - Kevin Warsh + Nvidia Report = Volatility? 5:28 - Market Deviations & Bollinger Bands 13:07 - The Basis Trade & Interest Rates 16:17 - What is a Basis Point? 21:31 - Are Interest Rates Really Telling us What's Going on in Markets? 22:42 -…
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