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.
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