Behind the Markets Podcast cover image

Behind the Markets Podcast: Mark Mills

Behind the Markets Podcast

00:00

The University of Michigan Inflation Expectations Number Is Not Comforting

One year Treasury bills are elevated. The five year rose to 3.2, which is the highest it's been in this entire cycle. Fear of recession go up value stocks falling relative to growth stocks. A soft dollar is very favorable for them.

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