Peter Tchir's favorite hedge is calls on the treasury market. Steven Major observes evidence of capitulation in the markets. Julie Norman predicts the Israel-Hamas war will define the region's future. Erika Najarian discusses bank earnings. Doug Kass factors geopolitical risk into his market outlook.

Steven Major, HSBC’s global head of fixed-income research, joins Bloomberg Intelligence strategists Ira Jersey and Will Hoffman to delve into the complexities of bond markets. They discuss the determinants of long-term interest rates and how supply influences yields. Regulatory constraints on dealer-intermediation are examined, alongside a contrarian outlook for global bonds. The conversation emphasizes the need for intellectual honesty in economic research while exploring the shifting dynamics between goods and services consumption.

Global finance experts Steven Major and James Lord delve into bond market outlooks and currency dynamics, while geopolitical strategist Tina Fordham discusses potential ceasefires and investor concerns. The podcast covers a wide range of topics from bond yields and fixed income strategies to political conflicts and economic impacts.

Sam Stovall predicts a 5% stock market decline, Nela Richardson discusses changing hiring practices, Lydia Boussour and Steven Major analyze global bond markets and economic outlooks. Topics include stock market declines, labor market shifts, retirement planning, tech sector performance, and Federal Reserve rate cuts.

Lauren Saidel-Baker, an economist from ITR Economics, discusses the latest U.S. PCE data and its implications for the economy. Tom Schoenberg tackles the accusations against short-seller Andrew Left, exploring the legal ramifications. Steven Major sheds light on bond market dynamics amid rising yields. Nathan Dean analyzes the aura surrounding Kamala Harris’s presidential campaign, weighing political strategies against economic conditions. Each guest brings unique insights, connecting finance and politics in a fascinating discussion.