This week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the Fed's measured response to the market sell-off. We also delve into the massive VIX decline, July’s CPI, and the frustrating crypto market. Enjoy!
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On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b
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Timestamps:
(00:00) Introduction
(01:39) Schrödinger's Soft Landing
(04:19) What Is The Bond Market Saying About The Economy?
(06:54) The Fed Kept Its Cool
(09:05) Massive VIX Decline
(11:40) Will Markets Adjust To The Sell-Off?
(18:06) The Role Of Flows
(21:57) July CPI
(24:58) What's Going On With China?
(29:13) The Fed's Next Move
(31:26) Market Overreaction
(34:17) Bitcoin & ETFs
(40:06) Frustrating Crypto Market
(42:48) How Many New Balances Does Tyler Own?
(44:09) What Can Stop The Fiscal Debt Spiral?
(47:53) Why The BOJ Backpedaled
(53:41) The Globalization Of Central Banks
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
