I recap the recent bear market rally, recent economic data, dive into global yield curves, and share my thoughts on where Mr. Market takes us from here. Things are about to get very interesting. 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