Don't Short America

Join Moe & Javaid as they analyze the markets with pending peace talks in the Iranian Conflict. What are the latest developments in the conflict and when will there be a resolution? What are some of the key indicators to watch for? What do oil markets and bond markets tell us abo ...  Show more

Join Moe & Javaid as they analyze the markets after the U.S. moves to blockade the Strait of Hormuz. What are the latest developments in the conflict and when will there be a resolution? What are some of the key indicators to watch for? Listen now to get the answers to these ques ...  Show more

As betting markets and polls begin tentatively to suggest a Donald Trump election win, yields in 10-year Treasuries have risen. Some on Wall Street think that is because traders believe Trump will win, bringing with him inflationary spending and policies. Today on the show, Ro ...

The global trade war intensifies as the Trump Tariffs come into effect. Equities continue to decline for the fourth consecutive day, threatening to push the S&P 500 into bear market territory, as investors seek safe havens. Meanwhile, Treasuries, once considered the world' ...

It's been a volatile few days across global markets.  As the equity sell-off has deepened, a growing number of market strategists have revised down their targets for where the S&P 500 will be at the end of the year, and economists at several big banks have updated their forecasts ...  Show more

In this episode, we dive into the latest market developments as European government bonds and equities surge on contained eurozone inflation. Meanwhile, US stocks experience a volatile session ahead of the unveiling of the Trump administration's reciprocal tariff plans. Joinin ...