Supply Shock The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup
Oct 7, 2023
The hosts discuss the 'bloodbath' in the bond market and the blowout payrolls data, as well as the impact of surging yields, the US dollar, and oil. They explore the possibilities of a bond market sell-off, equity market cracks, and the intervention by the Bank of Japan. The chapter also includes analysis of the NASDAQ, oil, yields, dollar, and AI boom, along with discussions on Zoom Technologies confusion and meme stocks impact. Additionally, they critique the birth death ratio in jobs reports and examine the implications of rising yields on equities and global economy stress indicators.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Bond Market Meltdown and Bitcoin Halving
02:01 • 4min
Bond Yields Surge and Impact on the Market
05:54 • 19min
Analysis of NASDAQ, Oil, Yields, Dollar, and AI Boom
24:36 • 6min
Zoom Technologies Confusion and Meme Stocks Impact
30:23 • 5min
Analysis of Jobs Report and Critique of Birth Death Ratio
35:07 • 2min
Rising Yields and Market Implications
37:25 • 20min