I recap the FOMC meeting, the recent economic data, currency moves, and most importantly the yield curve. We then take a deep dive into sovereign bonds to digest the major moves. Get ready things are going to get interesting.
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!
