Macro Voices cover image

MacroVoices #323 David Rosenberg: The Fed Put Has Expired

Macro Voices

00:00

I Think the Fad Is Doing Everything It Can to Enhance Its Credibility

We're back below three % on the tenure. Not that i ever thought we'd see us above three % for we got there. But you know, market ae this nasty habit of overshooting and under shooting in both directions. A lot of fat already priced in to the long end of the us Yield curve. This is why i say stick with gold, because i could see at the fad probably is going to move rates despite bravado. I'mo the view.

Play episode from 55:15
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