Risks Build As Bonds Shoot For The Moon...

October 07, 2023 00:17:20
Risks Build As Bonds Shoot For The Moon...
Digital Finance Analytics (DFA) Blog
Risks Build As Bonds Shoot For The Moon...

Oct 07 2023 | 00:17:20

/

Show Notes

This has been another crazy week on the markets, as the truth of higher rates for longer has started to permeate not only bond markets, but equity markets too. And after a stunningly strong U.S. jobs report bolstered the case for more tightening from the Federal Reserve, the U.S. Treasury yield surge that has shaken markets in recent weeks may have further to run. As I discussed in my last show, US Jobs growth for September nearly doubled expectations as nonfarm payrolls increased by 336,000 for the month, strengthening views that policymakers will need to keep interest rates elevated to […]

Other Episodes

Episode 0

February 13, 2020 00:07:21
Episode Cover

Household Financial Confidence Finds A Floor [Podcast]

The latest from our surveys. https://digitalfinanceanalytics.com/blog/household-financial-confidence-finds-a-floor/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts

Listen

Episode 0

November 29, 2020 00:27:27
Episode Cover

The Great Reset - Future State, Current State? [Podcast]

Today we look at the "Great Reset". Is it a real thing? 0:00 Start0:33 Introduction2:54 World Economic Forum Event6:25 IMF Negative Rates Required8:15 Who...

Listen

Episode

July 31, 2025 00:21:08
Episode Cover

Fed Stands Pat; Waiting For Data But Becoming Obsolete?

Yesterdays Fed decision to hold their cash rate, despite two dissenters on the FOMC, Governors Christopher Waller and Michelle Bowman (both Trump appointees), voting...

Listen