What podcasts say about Meghan Grant Swiber

Every statement, with the speaker, the exact quote and the moment it was said.

What Meghan Grant Swiber has said on podcasts

23 statements · 8 positive · 13 negative · 2 neutral

on Inflation expectationsNegativeSep 27, 2026· WSJ's Take On the Week
Inflation expectations shifted investors away from the low-rate environment.
“the big thing that shifted for investors was inflation and having to incorporate inflation expectations”
Listen at 2:21
Open the episode · Making Sense of Sky-High Treasury Yields
on Federal ReservePositiveSep 27, 2026· WSJ's Take On the Week
The Federal Reserve needs to raise rates to combat inflationary pressures.
“it suggests to the Fed that they do need to hike to combat inflationary pressures”
Listen at 3:54
Open the episode · Making Sense of Sky-High Treasury Yields
on Elevated interest ratesNegativeSep 27, 2026· WSJ's Take On the Week
Elevated rates are slowing marginal housing-market buyers.
“the fact that we have rates where they are right now, it's really slowing that marginal buyer in the housing market right now”
Listen at 5:24
Open the episode · Making Sense of Sky-High Treasury Yields
on Investment-grade corporate bondsNegativeSep 27, 2026· WSJ's Take On the Week
Investment-grade corporate bonds increasingly compete with Treasuries for investor demand.
“there is now this competition, I'd say more so than what we've seen in recent history, for investors in the bond market”
Listen at 6:29
Open the episode · Making Sense of Sky-High Treasury Yields
on Equity (finance)NeutralSep 27, 2026· WSJ's Take On the Week
Equity-market movements are the largest volatility component of financial conditions.
“the biggest volatility component in financial conditions is what equities are doing”
Listen at 8:31
Open the episode · Making Sense of Sky-High Treasury Yields
on Federal ReserveNegativeSep 27, 2026· WSJ's Take On the Week
The Fed chair is expected to keep hiking until inflation declines.
“the expectation is he'll continue to hike until there is some pass-through that we see to lower inflation”
Listen at 10:08
Open the episode · Making Sense of Sky-High Treasury Yields
on Long-term Treasury yieldsNegativeSep 27, 2026· WSJ's Take On the Week
Long-term Treasury yields are high relative to fundamental fair value.
“those have all suggested that long end is trading relatively cheap, meaning that yields are relatively high versus what fundamentals would imply”
Listen at 12:38
Open the episode · Making Sense of Sky-High Treasury Yields
on US TreasuriesNegativeSep 27, 2026· WSJ's Take On the Week
Treasuries’ portfolio-construction utility has substantially declined.
“the utility that we've seen of Treasuries in portfolio construction has really moderated a lot”
Listen at 13:37
Open the episode · Making Sense of Sky-High Treasury Yields
on Iran war resolutionPositiveSep 27, 2026· WSJ's Take On the Week
Resolving the Iran war could cause Treasury rates to fall substantially.
“we certainly can see rates fall pretty meaningfully”
Listen at 16:29
Open the episode · Making Sense of Sky-High Treasury Yields
on U.S. interest ratesPositiveSep 27, 2026· WSJ's Take On the Week
Current interest rates are not restrictive for the economy.
“rates are not restrictive”
Listen at 16:57
Open the episode · Making Sense of Sky-High Treasury Yields
on U.S. manufacturing sectorPositiveSep 27, 2026· WSJ's Take On the Week
U.S. manufacturing remains strong despite commodity shocks.
“the manufacturing sector of the U.S. economy is still quite strong”
Listen at 17:42
Open the episode · Making Sense of Sky-High Treasury Yields
on U.S. consumersPositiveSep 27, 2026· WSJ's Take On the Week
U.S. consumers continue spending despite gasoline-price shocks.
“the consumer is okay to keep carrying on despite the shocks that we're continuing to see from, from a gas perspective”
Listen at 18:16
Open the episode · Making Sense of Sky-High Treasury Yields
on U.S. TreasuryPositiveSep 27, 2026· WSJ's Take On the Week
The Treasury is likely to pursue additional measures to lower long-term rates.
“it does suggest that Treasury is going to try other things, other means to get longer-term rates down”
Listen at 19:48
Open the episode · Making Sense of Sky-High Treasury Yields
on Short-term Treasury billsPositiveSep 27, 2026· WSJ's Take On the Week
Retail demand for short-term Treasury bills is currently strong.
“there's tremendous retail demand for that right now”
Listen at 20:15
Open the episode · Making Sense of Sky-High Treasury Yields
on U.S. federal interest expendituresNegativeSep 27, 2026· WSJ's Take On the Week
U.S. interest expenditures are rising as a larger share of the deficit.
“interest rate expenditures on all of this debt is going up and up and up and becoming a higher share of the deficit”
Listen at 21:20
Open the episode · Making Sense of Sky-High Treasury Yields
on Interest-rate volatilityNegativeSep 27, 2026· WSJ's Take On the Week
Interest-rate volatility is increasing the compensation investors demand for holding Treasuries.
“people are demanding more compensation to own Treasuries because of a lot of the volatility that we've seen in interest rates”
Listen at 22:17
Open the episode · Making Sense of Sky-High Treasury Yields
on Federal Reserve policy uncertaintyNegativeSep 27, 2026· WSJ's Take On the Week
Uncertainty about Federal Reserve policy pushed longer-term rates higher.
“longer-term rates were moving up because of this huge element of uncertainty around what the Fed was going to do”
Listen at 24:13
Open the episode · Making Sense of Sky-High Treasury Yields
on Treasury yield curveNeutralSep 27, 2026· WSJ's Take On the Week
The Treasury yield curve has further room to flatten.
“We think that there's more room for the curve to flatten.”
Listen at 25:02
Open the episode · Making Sense of Sky-High Treasury Yields
on Federal ReserveNegativeSep 27, 2026· WSJ's Take On the Week
The Federal Reserve will likely keep hiking until equities signal weaker demand.
“they're probably going to keep hiking until they get, they get that signal back from the equity market”
Listen at 26:32
Open the episode · Making Sense of Sky-High Treasury Yields
on Shorter-term TreasuriesPositiveSep 27, 2026· WSJ's Take On the Week
Shorter-term Treasuries offer more approachable opportunities with less duration risk.
“those opportunities are more approachable at the front end of the yield curve in bills, in 2-year Treasuries, 2- to 5-year part of the Treasury curve where you're taking on less of this duration risk”
Listen at 33:38
Open the episode · Making Sense of Sky-High Treasury Yields
on Long-term Treasury ratesNegativeSep 27, 2026· WSJ's Take On the Week
Long-term Treasury rates may not fall or generate positive returns without a major U.S. growth shock.
“without there being a very massive growth hit in the U.S., it's hard to really have confidence that those rates are coming down and will actually generate positive returns”
Listen at 34:18
Open the episode · Making Sense of Sky-High Treasury Yields
on 10-year TreasuriesNegativeSep 27, 2026· WSJ's Take On the Week
Rising rates cause mark-to-market losses on 10-year Treasuries.
“if you own 10-year and rates go up, you will incur losses on that position if you mark it to market”
Listen at 34:38
Open the episode · Making Sense of Sky-High Treasury Yields
on Long-duration bond portfoliosNegativeSep 27, 2026· WSJ's Take On the Week
Long-duration portfolios incur losses when marked to market during rising rates.
“The real risk is if you have more of a duration allocation where you're owning more longer-term debt and you're marking your portfolio to market, you'll see losses on that”
Listen at 35:20
Open the episode · Making Sense of Sky-High Treasury Yields

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.