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

Emerging Market Recessions

When you get to a very high government debt to GDP ratio and then you combine that with paying out more interest um you are essentially putting more money into the economy. Even though the yield curve is inverted bank deposit rates have not risen by any meaningful degree compared to even short-term interest rates. There's already an environment where back in 2013 China announced it was no longer in their interest to continue accumulating treasuries. And so i do think that going forward some of the trouble will keep of reemerging uh in the treasure market and some of these other sovereign bond markets  and we'll wait for the numbers to come out but in the meantime does anybody have any comments on what l

Play episode from 50:31
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