

#965 - Are Bonds Out of Step with the Fed? | With Jeffrey Snider
5 snips Feb 1, 2024
Jeffrey Snider, host of Eurodollar University, joins Maggie Lake to discuss why rates markets seem out of step with the Fed, banking problems on the horizon, China's and Europe's economies in disarray, and the contrast between the US economy and the rest of the world. They also explore the bursting of China's real estate bubble, concerns about the banking system, and potential risks in the stock and bond markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
The End of Extend and Pretend?
03:40 • 8min
Analyzing Economic Conditions and Market Perspectives
12:00 • 2min
China's Real Estate Bubble and its Global Implications
14:00 • 8min
Businesses Adjusting Cost Structure and Concerns about the Banking System
21:48 • 3min
Regional Bank Weakness and its Impact on Bond and Stock Markets
25:03 • 9min
Analyzing Stock Performance, Bond Market Signals, and Potential Risks
34:09 • 2min