Forward Guidance

469 Afleveringen

1. The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps

   Gepubliceerd: 10-11-2023
2. Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

   Gepubliceerd: 9-11-2023
3. The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

   Gepubliceerd: 6-11-2023
4. Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

   Gepubliceerd: 3-11-2023
5. Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)

   Gepubliceerd: 1-11-2023
6. “We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk

   Gepubliceerd: 30-10-2023
7. Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley

   Gepubliceerd: 29-10-2023
8. Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century

   Gepubliceerd: 27-10-2023
9. Duration Remains Unattractive, Says Veteran High Yield Bond Investor

   Gepubliceerd: 26-10-2023
10. A Deep Dive On China's Financial System | Aidan Garrib

    Gepubliceerd: 23-10-2023
11. Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth

    Gepubliceerd: 20-10-2023
12. John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”

    Gepubliceerd: 18-10-2023
13. Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”

    Gepubliceerd: 17-10-2023
14. The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve

    Gepubliceerd: 16-10-2023
15. Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024

    Gepubliceerd: 12-10-2023
16. Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes

    Gepubliceerd: 9-10-2023
17. Lyn Alden: The Monetary Order Is Broken

    Gepubliceerd: 5-10-2023
18. The Great Bond Bear Steepening | Alfonso Peccatiello

    Gepubliceerd: 3-10-2023
19. Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent

    Gepubliceerd: 28-9-2023
20. GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab

    Gepubliceerd: 26-9-2023