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Oct 5
21m 29s

Private Credit Investors Want Their Mone...

Jeff Snider
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Today
Jamie Dimon Just Made A Shocking Interest Rate Prediction (Not What You Think)
Jamie Dimon just issued another warning about interest rates. JPMorgan's CEO says there is a risk inflation remains sticky—and that interest rates go up from here. That sounds like caution about staying away from Treasury bonds. But Jamie Dimon’s prediction isn’t necessarily what ... Show More
22m 23s
Oct 4
BREAKING: The Jobs Report Worse Than Everyone Expected
Jobs report for September completely reverses August's. The ugly headline is only the start given the vastly more important implications which connect jobs to incomes and then everything else from the Fed, bond yields and the inflation debate, which the data shows isn't one. But ... Show More
33m 31s
Oct 2
WTF Just Happened to the Bond Market and Credit Spreads?
Credit spreads have exploded in recent weeks, and not just the triple hooks. It has spread to other parts of the public market. And now that September has finished up, we might finally get more fundamental trading in USTs. Part (much?) of the recent selloff has been, well, three ... Show More
31m 59s
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