Beware Of The Bond Market Swings

Today we’re talking about the war in the Persian Gulf, and why a market like Lake Charles, Louisiana could be a real beneficiary, even if the war were to end today.The Strait of Hormuz is one of the most important energy chokepoints in the world. A meaningful share of global oil ...  Show more

On today show, we are talking about performing even the most basic of due diligence when it comes to potential suppliers, customers, tenants, lenders, brokers.It is sad to say, but there are large ecosystems of fraudulent players out there. Due diligence is both an art and a scie ...  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