Forward Guidance Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent
19 snips
Sep 28, 2023 
Luke Gromen, founder of Forest For The Trees, discusses the steep sell-off in the bond market and its consequences. Topics include the relationship between declining ISM and the bond market, impact of higher interest rates on the economy, potential breaking points in the financial system, brokenness of banks and treasury market, challenges of reducing government spending, and comparing the US economy to Argentina.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
The Breaking Relationship Between Declining ISM and the Bond Market
04:54 • 2min
The Impact of Higher Interest Rates
06:34 • 25min
Breaking Points in the Financial System
31:25 • 15min
The Brokenness of Banks and Treasury Market Problem
46:14 • 17min
The Challenges of Reducing Government Spending and Improving Productivity
01:02:56 • 3min
US Economy Compared to Argentina
01:05:29 • 10min