Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down what’s driving the global bond selloff, why pressure has shifted from the front end of the yield curve to long-term rates, and what it could mean for investors.
Plus: Big Tech’s massive off-balance-sheet AI commitments, whether the bottom is finally in for enterprise SaaS after the Workday takeover reports, a market that keeps going all the way up, and a look inside Bill Ackman’s evolving Pershing Square empire and his search for permanent capital.
This episode is sponsored by Franklin Templeton. Learn more at https://www.franklintempleton.com/advantage
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