Maggie Lake Talking Markets Episode 47: Is Another Sell Off Looming? With Dale Pinkert.
May 4, 2025
Dale Pinkert, a seasoned coach at TradeGateHub, dives into the latest market trends and insights. He discusses how a strong jobs report impacts stocks and Treasury yields. With Apple’s surprising decline despite robust earnings, he reflects on his earlier bearish call. Dale also evaluates the shifting dynamics between gold, silver, and bond markets, while emphasizing strategic investment reallocations. Furthermore, he warns of geopolitical tensions that may influence future trading strategies. Don’t miss his outlook on NVIDIA and silver miners!
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Episode notes
Bond Market Sideways Dynamics
- Treasury bond markets have been stuck in a prolonged sideways range since 2022 with little upside capture.
- Rising yields and bond selling pressure signal potential problems for a bullish bond outlook.
Fed's Dilemma Amid Strong Jobs
- The solid jobs report complicates the Fed's policy path amid trade tensions.
- The Fed may stay patient, but upward pressure on yields and supply issues pose risks.
Bearish Signals in Bonds
- Bond market technicals look bearish with key support at 85 likely to break.
- Higher long-term yields could stress banks and lead to bond market capitulation by July.