Inflation Cools, Energy M&A Update + Dan's Bitcoin Trade! | MRKT Call

Dec 12, 2023

The hosts discuss inflation and its impact on the labor market and sectors. They also analyze recent market reactions and the Federal Reserve meeting. They explore the correlation between TLT and equity market performance and discuss potential trade opportunities. Concerns over sentiment readings and geopolitical factors are discussed, as well as the Federal Reserve's job and market conditions. The impact of gas prices, the weakening dollar, and the sell-off in yields on the stock market is also mentioned.

Ask episode

Chapters

Transcript

Episode notes

Introduction

00:00 • 2min

Inflation, Labor Market, and Market Reactions

02:19 • 4min

Discussion on TLT, Factset.com, Street Accounts, and Yields

06:09 • 3min

Market worries and potential headwinds

08:46 • 9min

Market Conditions and Federal Reserve's Job

18:02 • 20min

Gas Prices, Weakening Dollar, and Stock Market Performance

37:52 • 3min