Macro Mondays Macro Mondays #73 - What the f*ck is happening to Bonds?
Nov 4, 2024
As the election approaches, the bond market's turmoil takes center stage, especially after a disappointing jobs report. The hosts share humorous anecdotes about a squirrel named Peanut while tackling serious political trends. They dissect the implications of shifting central bank policies on economic stability and inflation. Additionally, China's looming fiscal stimulus raises questions about its effectiveness amid rising local debts. The discussion also touches on trading strategies and the enduring value of gold and silver as secure investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Election Eve Banter and the Curious Case of Peanut the Squirrel
02:08 • 2min
Navigating Economic Trends and Market Reactions
04:20 • 16min
Polling Dynamics and Market Implications
20:46 • 12min
China's Economic Uncertainty
32:49 • 7min
Navigating Trades and Election Day Reflections
39:22 • 2min