The Fed Put Is Simply Not Here and They Can’t Rescue This Market скачать в хорошем качестве

The Fed Put Is Simply Not Here and They Can’t Rescue This Market

Normally when bond yields drop, investors have inferred this is positive for the NASDAQ and bitcoin, "but in reality, we are seeing the opposite," says Alfonso Peccatiello, author of https://TheMacroCompass.substack.com. "Risk premia is widening," he tells our Daniela Cambone, and investors are looking to be compensated more for risky assets. "The Fed put is not here," Peccatiello states, and they cannot rescue markets due to improper conditions to apply it. He illustrates what the Federal Reserve has been precisely looking for to slow down the economy, comparing the unevenness between mortgage rates for everyday citizens and treasury yields. "Copper has started to wobble a bit," but agricultural commodities have continued to rise, which signals an alarm, he continues. Gold is temporarily underperforming inflation so far in 2022, "due to real interest rates rising very fast," he concludes. ⭐️ Join Daniela Cambone's exclusive community ➡️ https://danielacambone.com ➡️ Follow us on Facebook:   / stansberryresearch   ➡️ Follow us on Twitter:   / stansberry   ➡️ Follow us on Instagram:   / stansberry_research   ➡️ Follow us on LinkedIn:   / stanberry-research   Chapters: 00:00 Bond yield drops 10 bps; What should investors be expecting next? 02:52 Why this isn’t benefiting the risk assets? 04:46 How long will it take for the tech sector to turn around? 05:56 When will the Fed start doing QE? 07:05 Has inflation peaked? 08:42 How much China’s lockdown will worsen inflation 09:51 US high-yield credit spreads 13:05 Will housing market costs go down? 15:39 Agricultural versus industrial commodities 18:02 What should investors do today? 19:09 The performance of gold 21:19 Is this a crypto winter? 22:30 Alf’s final thoughts on investing