Forward Guidance cover image

Andy Constan: The Bond Market Will Take The Stock Market Down With It

Forward Guidance

00:00

Market Sentiment and Bond Analysis

The chapter delves into the speaker's bearish sentiment towards stocks and bonds, contrasting with a bullish outlook on two-year notes. Discussion includes expectations of yield curve steepening, Federal Reserve rate cuts, and the evolving market dynamics. The speaker analyzes the possibility of a recession and market pricing odds, detailing their shifting market stance from bearish to more nuanced with a focus on inflation's impact on asset prices.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app