Beware Of The Bond Market Swings

Beware Of The Bond Market Swings

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Small Bay with Anthony Scavo

Anthony Scavo is with Basis Industrial. They are on a growth trajectory and now have more than 10M SF of industrial in the portfolio. On today's show we are talking about the changes that are taking place in the market. To connect with Anthony, visit https://www.basisindustrial.c ...  عرض المزيد

Cali Crazy with Kyle Whissel

Kyle Whissel is the principal at EXP in San Diego where they have sold more than 9,000 properties in their team. On today's show we are talking about what's happening in San Diego and Southern California in general. Definitely some unintended consequences of more relaxed developm ...  عرض المزيد

‏حلقات موصى بها

152. It Wasn’t Equity Turmoil That Spooked Trump — It Was the Bond Market. A Deep Dive into WHY
The Wall Street Skinny

Send us Fan MailThis 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 ...  عرض المزيد

154. Bond Market Chaos: Unpacking the Basis Trade Blowup Theory. Cause...or Convenient Excuse?
The Wall Street Skinny

Send us Fan MailThere 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 ...  عرض المزيد

Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Forward Guidance

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 ...  عرض المزيد

151. Tariffs 101: Why the Markets and U.S. Dollar Are Tanking
The Wall Street Skinny

Send us Fan MailMarkets 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 n ...  عرض المزيد