I take a deep dive into the poor economic data from Friday, market moves, yield curve, fx markets, fed nominations and their policies, and lastly rant on inflation and discuss inflation adjusted returns. 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