Tid er penger - En podcast med Peter Warren Crazy dager i markedet
Apr 9, 2025
Dramatic shifts in the global financial markets are dissected, revealing the intricacies of the rental market and state obligations. Investors are gravitating towards safer assets amidst rising market volatility. The dangers of high-leverage trading are explored, with nods to past crises and current investor caution. Additionally, market fluctuations are compared to historic events, influenced by factors like China's currency management. It wraps up with insights on unique culinary gifts and innovative sleep solutions for travel enthusiasts.
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Unusual Bond Market Behavior
- The US bond market is experiencing dramatic shifts, with yields falling despite market turbulence.
- This is contrary to typical expectations, where yields rise during uncertainty.
Forces Driving Bond Market
- Two forces are at play in the bond market: a recessionary force lowering yields and a flight to safety increasing demand.
- A new force is the removal of security guarantees backing US debt.
Steinar Juhl's Concerns
- Steinar Juhl, previously of Nordea, now with Bankism and Seavita, voiced concerns on E24 podcast about potential seizure of Norwegian-owned American assets.
- This public statement from such a figure marks a significant shift in the conversation.