Unusual Whales cover image

Unusual Whales Pod Ep 15: FOMC, 50bps, Powell, Inverted Yield and the Macro market heading into 2023

Unusual Whales

00:00

Bond Market

Bond market carnage that the bond market has seen here to date i mean if you just look at where the eel curve is today versus say seven weeks ago. We're a very far cry away from where both brianard and pal have said they'd like to see positive real rates all along the curve. I don't see the fed being able to take fed funds up to a point that can actually bring inflation back in the bottle without also causing a lot of credit stress in the market. One way out is potentially to try to bear steep in the curve perhaps in conjunction with treasury, joseph says.

Play episode from 55:31
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