
Did the Fed's Message Fall Short?
Real Vision: Finance & Investing
00:00
The Inverted Yield Curve: A Strange Dynamic
The markets are discounting a much more aggressive monetary stimulus from China due to their nothing burger recovery and hoping that there will be a global reflation so US fundamentals be damned. We have somebody very good on China, you should follow her on Twitter, Lee Chen, Ren. She doesn't have very high hopes for massive stimulus thinks it's improving sentiment but not to get some very excited massive stimulus program. Ralph asking what your preferred yield curve play and why.
Play episode from 31:37
Transcript


