Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election

Following The "Fed Breadcrumbs" | Nick Timira...

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The Bond Market Pain Isn't Over | Weekly Roundup

The 10-year just closed at 5.22%, but the pain trade may be even higher. This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something and flip the pain trade in bonds. We explore SOFR hike pricing, AI cape ...  Show more

 . 1h 1min
The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup

What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation? This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support, and Europe’s potential Japan-style currency reset. We ...  Show more

 . 1h 12min

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