The Market Huddle
Not Another New Year Special, Special…
Dec 29, 2023
The hosts discuss the current state of the market, analyzing the S&P 500, market sentiment, and potential resistance levels. They also analyze gold's performance and chart patterns, as well as the low volatility in the market and its impact on crude oil. The podcast also includes an analysis on copper, uranium, commodities, US dollar, and bonds, as well as the potential breakout in the Nikkei chart. The hosts end by exchanging greetings and discussing their favorite beer and the 12 Pups of Christmas tradition.
01:01:27
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Quick takeaways
- The podcast explores the puzzle of the significant drop in 30-year interest rates despite inflation taking a dip and growth showing strength, and questions the market's influence on financial conditions via equity and bond prices.
- The conundrum of short-term rates remaining high while the long end of the market experienced a significant drop is discussed, with a focus on understanding the winners and losers of these developments.
Deep dives
The 30-year interest rates have dropped dramatically, despite short-term rates remaining high.
The listener is puzzled by the significant drop in 30-year interest rates despite inflation taking a dip and growth showing strength. They question the implications of this and wonder if the market can influence financial conditions via equity and bond prices. They also ponder the difference if the Fed has to cut rates to achieve the same easing of financial conditions.
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