Why Inflation-Protected Bonds Aren’t Keeping ...

Between Microsoft, Meta, Apple and Amazon, who emerged from a big week for tech earnings unscathed? And how did Jersey Mike’s stock trade post-IPO? Plus, why did Universal Music Group lose a quarter of its value? Host Shradha Dinesh discusses the biggest stock moves of the week a ...  Show more

How much AI spending is too much? And why are some Tesla and SpaceX investors losing patience with Elon Musk? Plus, why are Wall Street firms paying up to $100,000 for a fast track to Trump posts? Host Imani Moise discusses the biggest stock moves of the week and the news that dr ...  Show more

“There is significant interest rate risk in TIPS in ETFs and Mutual Funds because they can’t necessarily get enough leverage to do a break-even trade,” Winshore Capital Partners Portfolio Manager Robert Tzucker tells Bloomberg Intelligence. In this Macro Matter’s edition of the F ...  Show more

DB-Feb25,2021: Real Vision managing editor Ed Harrison welcomes James Bianco, president of Bianco Research, to the Daily Briefing to make sense of the massive rout in long-dated Treasury bonds that is perturbing every aspect of the market—from high-flying growth names like Tesla ...  Show more

· The inflation genie is impossible to put back in the bottle.· CPI and PPI are lagging for a number of reasons.· Beaten down stocks of 2022 enjoyed a short-lived dead cat bounce in 2023.· Consumer spending in January surged after a record decline in tax revenue.· The PCE is the ...  Show more

Bond yields are higher today than they were 20 years ago. With inflation indicators falling around the globe, the time of elevated cash rates may be drawn to a close.

Investors are moving back into bonds in record numbers, with 2023 global bond ETF inflows totaling $333 ...