Beware Of The Bond Market Swings

Today we’re talking about a phenomenon that’s showing up in land markets across North America, especially in regions being marketed as “next wave” data center corridors.There is real data center demand. No question. But there’s also a growing layer of speculative behavior that is ...  Show more

You’ve heard me say it numerous times. Energy is the economy. If you don’t believe me, just look at Cuba. The country is being starved for oil and the country is unable to function. At first it was just the United States imposing sanctions on countries that it sees as violating i ...  Show more

Send a textThis week on The Wall Street Skinny, we dive headfirst into the chaos that’s been roiling the markets—and specifically why what's happening in the bond market has investors spooked. Treasury auctions, bond yields, the dollar, and gold are all flashing red, and we break ...  Show more

Send a textThere has been some speculation that the reason for "chaos in the bond markets" isn't loss of confidence in the US but rather the result of an unwind in "the basis trade" leading hedge funds to blow up and causing yield spreads to widen. To explore this theory we need ...  Show more

Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ...  Show more

Send a textMarkets are in chaos, which is why on this week’s episode Kristen and Jen ditch the interviews to break down what the hell is happening in markets right now. From tariffs to the dollar and everything in between, we’re unpacking the massive moves in equities, the near-t ...  Show more