Author Archives: John Rutledge

20190610 CNBC The Exchange on tech supply disruption.

Summary: I spoke with Tyler Mathisen and Seema Modi on CNBC’s The Exchange to discuss the impact of the US-China trade war on the tech sector and the risk of a supply chain disruption for the global economy. You can … Continue reading

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Interest Rates, Bond Prices are Not Related. They are Identical.

Summary: In spite of what the textbooks say, interest rates and bond prices are not related. They are exactly the same thing. Both are identical measures the price of future money. Because of this, the principal impact of Fed policy … Continue reading

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