10-8-26 Is the Term Premium Misleading the Fed?

Podcast: The Real Investment Show (Full Show) · Lance Roberts

Opublikowano: 2026-10-08

Is the Federal Reserve relying on a metric that cannot be reliably measured? Dallas Fed President Lorie Logan recently discussed the role of the Treasury term premium in determining whether rising long-term interest rates are doing some of the Fed’s work for it. Lance Roberts & Michael Lebowitz examine what the term premium actually represents, why different models disagree, and whether policymakers risk putting too much emphasis on an uncertain estimate when setting interest rates. 0:00 - INTRO 0:50 - Earnings Season & Optimistic Guidance 2:10 - Bond Auctions & Interest Rate Dynamics 3:42 - Markets Sitting at all-time highs... 4:38 - Earnings Announcements Should Help Support Ma...