I recap today’s market and discuss why I believe the collateral shortage as shown by reverse repo operations is why we are seeing a dramatic drop in bond yields. I also rant about the main stream media and government. Thanks for listening.
Oct 2023
EPPY 101: A Castle Made of Sand.
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!
28m 36s