Rebel Capitalist News Stocks Plunge, New Inflation Data, You Won't Believe What Rates Did...
Mar 31, 2025
Inflation data took center stage, revealing its unexpected impact on consumer behavior and market trends. Listeners learn about the growing disconnect between economic indicators and the reality faced by everyday consumers grappling with rising costs. Discussions also highlight the surge in retail theft and its implications for security measures. Compelling insights into the money supply's role in promoting economic growth spark a debate on government intervention, alongside a candid look at high-profile cryptocurrency pardons and their questionable motives.
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Unexpected Market Reaction
- Markets reacted unexpectedly to new inflation data.
- Despite higher-than-predicted inflation, interest rates fell, contrary to typical expectations.
Bond Market Signals Recession
- Bond market behavior suggests recession worries over inflation.
- The 10-year treasury yield dropped significantly, indicating growth concerns.
Two-Year Treasury Predicts Fed
- The two-year treasury yield often predicts Fed rate cuts.
- The Fed usually follows the two-year yield, suggesting potential future rate cuts.