Central Bankers vs. The Bond Market

1

Introduction

00:00 • 2min

2

Are European Central Bank and the Bank of England Following the Fed?

02:21 • 5min

3

Is It 50 Basis Points of Cuts Being Priced?

07:14 • 2min

4

Is the Fed's Rate Cut Pricing a Recession?

09:18 • 2min

5

Why the Labor Market Looks Tight in the US?

11:32 • 3min

6

Do You Think Consumers Sentiment Will Pick Up?

14:38 • 4min

7

Is the Labor Market Going to Deteriorate Quickly?

18:49 • 2min

8

Are We Going to Get a Recession?

20:58 • 3min

9

The Refinance Crisis, Is It a Thing of the Past?

24:12 • 5min

10

Is the Fed the Zookeeper That Left the Inflation Tiger Out?

29:42 • 2min

11

Central Bankers and Policymakers Almost Always Have to Be Reactive

31:41 • 2min

12

How Does China Change Your View?

33:45 • 4min

13

The Property Sector Needs to Rebalance

38:12 • 2min

14

Is the Chinese Stock Market Getting Ahead of It's Time?

40:26 • 3min

15

I Think the Real Drivers of Higher Prices Are Monetary and Monetary

43:25 • 3min

16

Are We Going to Have a Severe Recession?

46:50 • 3min

17

Investing in the Options Market - Is the Future Uncertain?

49:55 • 3min

18

Buying Calls for a Reflation Breakout

52:40 • 4min

19

The Story on Bonds Is Either Bonds or Equities

56:25 • 5min

20

Is the US System a Quirk in That It's Not Just in the US

01:01:34 • 3min

21

Private Equity and Blackstone - What Do You Think About It?

01:04:19 • 5min

22

What Do You Think the Recession Will Look Like?

01:09:27 • 5min

23

The Most Important Thing Is a Framework

01:14:25 • 2min

24

Investing in Bonds Is Not a Necessity

01:16:14 • 3min

Central Bankers vs. The Bond Market | Roger Hirst