I give the case for why the market is not yet a bear and a possible rally on the horizon, dive into the currency moves, bond yield, and of course my thoughts on the fed. 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