Unusual Whales cover image

Unusual Whales Pod #11: 2.6% GDP, the American economy at large, and risks in the Treasury market

Unusual Whales

00:00

The Last War in the Banking System

The Fed sees the banking system as safe much safer and i agree with them. When you have rising trade or yields push it pulls up yields of everyone else so what could happen is not something in the u.s let's say um it becomes for becomes a foreseller it could happen somewhere in the euro zone somewhere in the emergency market somewhere in in Japan, that kind of thing. So if you have such a core asset absolutely because the price decreases someone somewhere it is going to be very stressed and well maybe that is beginning in some corners now.

Play episode from 01:03:50
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