EPPY 67: Real Rates up is bullish for Go...

‏Will the nasdaq continue its wild ride? A deep dive into bond yields, passive vs. active, and why it may be time to be cautious on stocks. Thanks for listening! 

‏Be careful out there…shakedown street. Bulls and bears both get killed. Today we dive into the 5% yield on a 10 year bond, vol, the future of risk, and a shiny yellow metal. Thanks for listening. 

‏On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening! 

Weekly Roundup of this week's top Economics stories. In this Episode: - Two Major Banks Warn of Disaster - Kamala to the left of Bernie Sanders - Evictions Soar as Americans Can't pay Rent - Canada's Worst Downturn in 40 Years - Debt Interest Eats 76% of Income Tax ... Show More

Chute du dollar US, l’analyse technique avait tout anticipé ! 00:00 Le dollar US a sombré sur le FX 06:00 Chute du dollar US, l’analyse technique avait tout anticipé ! 09:23 Dollar US (DXY), positionnement institutionnel et point technique 15:49 La dette US et la volatilité de Wa ... Show More

Yesterday’s second quarter US GDP release showed the US consumer is alive and well, and spending money. Some of the GDP data reflected a bounce back from the first quarter. Today’s personal income, consumption, and deflator data offers more insight into the direction of travel. I ... Show More

The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog, co-business unit leaders of US consumer, discuss the outlook for consumer spend ... Show More

Crushing government debt. A deepening recession. A collapsing US dollar. Chaos in the financial markets. It could soon be headed your way. But all is not lost, either. Target the right commodities, stocks, and markets, and you won’t just come out relatively unscathed. You’ll have ... Show More

The early days of the pandemic saw a scramble to unleash massive monetary and fiscal bailouts to counter the fallout of a global health crisis and the shutdowns intended to mitigate its damage. Almost a year and a half later, times have changed in many countries, and so has the e ... Show More

President Tump's goals for the Fed are 'very dangerous,' warns Fmr. Fed Chair & Treasury Sec. Janet Yellen. The financial system is “like the plumbing in your house,” says Yellen. “You don’t think about it most of the time. It’s important that it works,” but you're very “aware of ... Show More

Dollar US, les institutionnels sont désormais net vendeurs ! 00:00 Le Dollar US est la devise la plus faible du FX en 2025 08:02 Dollar US, les institutionnels sont désormais net vendeurs ! 14:08 Dollar US (DXY), EUR/USD et YEN, point technique 18:02 Dollar US VS Yuan Renminbi, u ... Show More

EU officials are accelerating plans for a digital euro, and the US Department of Justice has called for Federal Reserve governor Lisa Cook to be removed from her post. Plus, investors lost billions of dollars in July in what could be pump and dump stock scams. Mentioned in this p ... Show More