RiskReversal Pod cover image

MKT Cal 8/30/22: When Good News Is Bad News: JOLTS & Consumer Confidence Sink Stocks

RiskReversal Pod

00:00

Is the Fed Really Dictating With Fed Funds?

The two year treasury yield has broken out to a new cycle high. The ten year is really reflective of inflation versus growth, right? And if you look at that, we've drawn some lines there. A, it really feels like the ten year wants to take a pause. It looks like a bit of a head and shoulders talk to us real quickl here,. We know it's inverted. T about 35, you thought it would get here. What do you say? Three and a half on the two. You said this months and months ago, even before i think the fed started raising interstraits. Madness. For those with this is a good bingo word, temerity

Play episode from 24:10
Transcript

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