The Triggers for a Bond Bubble Pop Are Now in...

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin, they unpack what could become the next key trades, and whether liquidity and macro data can continue t ...  Show more

This week on REKT Vision, Bijan Maleki welcomes Blocmates founder Grant to dissect the biggest narratives and themes currently driving cryptocurrencies, macro, and AI, including Hyperliquid's outperformance, NEAR Protocol's run, Anthropic's valuation, trouble over at Ethereum, an ...  Show more

As investors continue to discuss the uncertainty surrounding the U.S. Treasury market, there may be some good news for bond holders as the year progresses.

-----Transcript-----

Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Publ ...

As the U.S. Federal Reserve keeps rates elevated, investors are selling off bonds in anticipation of new issues with higher yields, triggering a historic rout in the world's biggest bond markets.

----- Transcript -----

Welcome to Thoughts on the Market. ...

Both equities and high-yield bonds could benefit from an end to ratings hikes, but may still face risks from company earnings revisions, a potential U.S. government shutdown and other events on the horizon.

----- Transcript -----

Welcome to Thoughts on t ...

Lack of direction is what investors will be suffering until we see clearer signs of inflation abating. And that will take time, as we must see a couple of encouraging data points to call the central banks’ inflation fight successful. The lack of clear direction is driving the mar ...  Show more