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12min chapter
Macro Mondays #73 - What the f*ck is happening to Bonds?
Macro Mondays
Polling Dynamics and Market Implications
This chapter explores the volatile landscape of current election polling, focusing on the performances of Trump and Kamala as well as the challenges of interpreting polling data. It discusses the potential impacts of the upcoming election on bond markets and the Federal Reserve's interest rate decisions, emphasizing the uncertainties surrounding economic conditions. The conversation highlights the significance of liquidity models and historical context in understanding market dynamics amidst election-driven fluctuations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode