Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

Kathy Jones: The Bull Case For Bonds, And The...

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Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup

Markets increasingly seem to respond more to intervention than fundamentals, raising a bigger question about what actually drives asset prices today. This week, we discuss how policy intervention, systematic flows, and AI-driven capital allocation are reshaping market behavior an ...  Show more

Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen

A seemingly simple Fed transition is becoming a massive stress test of the entire financial system as rising debt, inflation, and global energy crisis collide. Luke Gromen of Forest For The Trees joins to discuss Kevin Warsh’s looming challenge and why the Fed may soon face choic ...  Show more

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