RiskReversal Pod cover image

The End of an Eras and a Conversation with Edward Talmor-Gera of NewVest

RiskReversal Pod

00:00

The Fed Signals That They're OK at Readjusting That Higher

The steepening in the yield curve is something that I watch obsessively. We're at 72 basis points now, and we had been hovering around 100 basis points for a long time. It's just the jobs picture doesn't make it any easier for the Fed right now. And so that's the thing that continues to weigh a little bit on equities here.

Play episode from 04:11
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