Real Vision: Finance & Investing

What’s the Bond Market Signaling?

Sep 21, 2023
Guest
Darius Dale
Darius Dale, founder and CEO of 42 Macro, joins Ash Bennington to analyze the market action following the Fed's decision to pause rate hikes. They discuss the impact of rising Treasury yields on equities, inflation, and potential recession timing. They also delve into the relationship between inflation and employee costs, productivity growth, AI's effect on the labor market, and the implied rate delta in the bond market. They explore the perception of gold as an investment and stress the importance of adapting to new data.
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Episode notes
1
Introduction
00:00 • 4min
2
Bond Market Analysis and Potential Recession Timing
04:10 • 7min
3
Analyzing the Relationship Between Inflation and Employee Costs
11:28 • 3min
4
Productivity Growth, AI, and the Labor Market
14:02 • 3min
5
Implied Rate Delta and Monetary Policy
16:40 • 20min
6
Analyzing the Perception of Gold and Market Strategies
36:18 • 4min