What Are Global Money Flows Telling Us?
Stocks show some fight after their worst week of 2023. Is this just a momentary reprieve?
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
Tech stocks are leading U.S. equities higher as bond yields pull back — but not until after the 2-Year Treasury note hit its the highest level since January 2007. Maggie Lake is joined by Geo Chen, director of Three Quays Pte. Ltd. and the author of Fidenza Macro, to hear how bond market volatility and global liquidity dynamics are moving markets. Plus, we’ll hear from Simplify chief strategist Mike Green, who explains why he’s so worried that the current environment looks like 1929. You can watch that entire interview here: https://rvtv.io/3IYdyZB
You can read all of Geo’s work here: https://fidenza.substack.com
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