Are Markets in for a Rough Ride?
U.S. stocks are falling to start the week. Will tomorrow’s FOMC minutes add to the pain?
Real Vision: Finance & Investing · Real Vision Podcast Network
Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
U.S. equities are tumbling as the 10-Year Treasury yield rose to 3-month highs as investors wory about interest rates ahead of tomorrow’s FOMC minutes reveal. Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap to discuss current market sentiment, which direction he sees markets heading in the short-term, the apparent re-rating of risk happening in bond markets, and where he’s looking for value in the chop. Plus, we’ll hear from Nancy Davis, founder of Quadratic Capital Management, about why the $8 trillion U.S. balance sheet is a monster lurking that no one is paying attention to. You can watch that entire interview here: https://rvtv.io/3XLP0ac
Learn more about your ad choices. Visit podcastchoices.com/adchoices