

HOLY SH*T: THE BOND MARKET IS...
Oct 9, 2023
Explore the significance of the 2-year treasury yield and why it should be given more attention. Discuss the impact of rising oil prices and decreased gasoline inventories on the economy. Examine factors suggesting economic slowing and the possibility of a soft landing. Analyze wage trends, demand destruction, and the resistance in the 2-year yield curve.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Investor Interest and Two-Year Treasury Yield
01:51 • 7min
The Impact of Rising Oil Prices and Decreased Gasoline Inventories on the Economy
09:11 • 3min
Factors Suggesting Economic Slowing and the Possibility of a Soft Landing
12:10 • 3min
Analyzing Wage Trends, Demand Destruction, and Yield Curve Resistance
15:06 • 3min