Tail Risk Hedging | Nassim Taleb, The Fed, Macro 'Investing', Faith Based Alpha & Antifragility
Pirates of Finance
00:00
The Fed's Impact on the Bond Market
The payroll numbers jobs. It's a weird day because equity markets are closed bond markets half day so we do get some bond market re pricing We saw a sudden spike in treasury yields. The narrative I'm hearing is that yes jobs are slightly softening but they're still at a cyclical high and they're not softening fast enough for the fed to justify not continuing to hike. Jason: Here's my question to you. If everyone thinks this data is going to cause the fed to be higher for longer Does is that sufficient enough to create a move in rates that can be sustained?
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