Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
RiskReversal Pod
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The Volatility in the Bond Market
I think we need to see that type of activity where we go through a barrage of earnings cuts across all sectors and some of the darlings especially. The volatility in the bond market has been literally off the charts as you mentioned, and that's just not healthy. It's happening because the Fed is pivoting in a way that nobody expected two years ago. Jay Powell is talking like Paul Volcker. We're used to Ben Bernanke and Jenny Ellen, where does that guy come in here?
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