The Bond Market Will Take The Stock Market Down With It (Here’s Why) | Andy Constan скачать в хорошем качестве

The Bond Market Will Take The Stock Market Down With It (Here’s Why) | Andy Constan

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Andy Constan on Twitter   / dampedspring   Follow Two Gray Beards on Twitter   / 2graybeards   Follow VanEck on Twitter   / vaneck_us   Follow Jack Farley on Twitter   / jackfarley96   Follow Forward Guidance on Twitter   / forwardguidance   Follow Blockworks on Twitter   / blockworks_   __ Timestamps: 00:00 Introduction 00:16 The Script 02:49 Andy's Current View: Bearish On Stocks And Bonds, Bullish on Two-Year Notes 04:17 Bond Market Might Be Underpricing The Chance Of A Recession 07:29 Treasury Plumbing (Quarterly Refunding Announcement) 13:10 At What Point Will Buyers Return To The Treasury Market? 17:13 VaEck Ad 18:15 How To Trade Something That Has So Many Drivers (Such As S&P 500) 22:35 Stock Bond Correlation 30:17 May Fed Meeting 31:36 Odds That The Fed Hikes In 2024 (Rather Than Cuts) 33:28 Andy Likes Two Year Notes Even Though He Thinks The Fed Could Not Cut At All This Year 34:59 Andy Gets In-The-Weeds On Options-Implied Path of Fed Policy 39:05 What Would It Take For Andy To Become Bullish On Stocks? 41:24 Gold's Sudden Rise 44:53 The Japanese Yen 46:54 The Pressures On Interest Rates Will Emanate From The United States 47:37 Chinese Equity Market 49:35 Fed's Decision To Taper Quantitative Tightening (QT) __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. vaneck.com