Stocks Follow Bonds Into the Slaughterhouse

Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with bond yields already rising and central banks under pressure, Andreas and Mikkel a ...  Show more

Join Bijan Maleki and Kris Bullock to see how Kris and the rest of the RV community use AI to be better investors. Whether that's through enhanced research, coding apps and dashboards, or creating technical indicators. Every week is an opportunity for a community member to come o ...  Show more

Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than on ...

Inflation and interest rates—two things we rarely talk about when the market is going smoothly. Just this week, the Federal Reserve made some stark moves surrounding interest rates with the hope of cooling down the rampant inflation we’re experiencing. But what exactly is causing ...  Show more

Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Managem ...  Show more

This week, the Fed hinted that a taper announcement in November could be in store, adding one more wrinkle into events that investors will need to navigate this fall.

----- Transcript -----

Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cros ...