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Manny Roman

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51
first
2026-01-22
most recent
2026-01-22
sittings or episodes
1
sources
podcast

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  1. Well, I think the honest answer is it's a mix of both. But when I was listening to you and when you look at how much the market reacted, they didn't react that much. I mean, Bond deal went up five or six bips yesterday on a 10-year, and the stock market is down 2%. I mean, it's not exactly. Earthquake. And so I do think that the market is very rational and essentially discount a lot of the noise and look through it. The day where the market is really concerned about something, you're going to see a much bigger reaction.

    2026-01-22 · Odd Lots · Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade · IDENTIFIED FROM THE TRANSCRIPT · source