The Credit Crunch is Here

Alf and Brent are back to discuss the various macro blowups we are witnessing simultaneously: French spreads, front-end of the bond market, mortgage-backed securities, EM carry and so on. What's the best framework to apply for each of these? 

Alf and Brent are back to discuss the Bessent buyback plan and its impact on markets. The duo focuses on gold, the long-end and the USD as potential release valves. The discussion then moves to two macro idiosyncratic ideas. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPI ...

This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy! ...  Show more

On this episode of MKT Call Guy Adami and Carter Worth discuss:   Wall Street bulls vs. bears on a year-end rally What the VIX is saying about the market’s next move Oil and energy getting crushed Big earnings coming up from Caterpillar, AMD, and Starbucks ---- Watch MKT C ...  Show more

Please join Moe & Javaid as they navigate the turbulent waters of the markets just one week before the general election. In this episode, they'll explore how the upcoming election could introduce unexpected twists and turns for investors. With historical trends suggesting that ma ...  Show more