This is the ‘asymmetric risk’ to bond yields in 2025

Published: December 31, 2024

Treasury bond yields are on the move as markets push through the final trading day of the year. Crescent Grove Advisers co-chief investment officer Andrew Krei joins Wealth host Madison Mills to analyze market movements and share his perspective on Treasury investments heading into 2025.

Krei observes a recent decline in the 10-year yield but characterizes it as “an overshoot.” He cites several factors that could impact yields in the coming year: the Federal Reserve’s shift toward “a more hawkish stance,” healthy nominal GDP (gross domestic product), and persistent concerns about growing US deficit levels.

Watch the full interview here.