The new monetary order, with PIMCO's Tony Crescenzi

·59 min·5 clips

PIMCO's Tony Crescenzi reveals how investors can get 5-7% yields from high-quality bonds in today's market.

Tony Crescenzi from PIMCO discusses fixed income markets, highlighting current yields of 5-7% in high-quality bonds and the factors influencing interest rates. He explores geopolitical risks like tariffs, China's financial integration, and central bank credibility, while offering insights on portfolio defensiveness and the return of the 60-40 strategy.

As heard by us

A serious macro listen about the checks on Fed power.

Tony Crescenzi treats Fed independence as a question of who still has leverage, and the discussion stays anchored in the institutions that can actually slow a move: Senate votes, the FOMC, and the bond market.

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Why you'd press play

If you want the case for what can still restrain the Fed, start here.

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