Jobs, Inflation, AI Agents vs SaaS, AI Apps - continue! - and Spotlight company - Datadog скачать в хорошем качестве

Jobs, Inflation, AI Agents vs SaaS, AI Apps - continue! - and Spotlight company - Datadog

I am Dr. Mark Meldrum, founder of markmeldrum.com, a top CFA exam prep company. I have also been an active retail trader/investor for almost 30 years. Each week, in this Market Outlook series, I discuss the main risk events facing bonds (duration) and equities (beta), and how I am broadly positioning on both factors. I discuss rates and yields, real yields and OAS, key economic data, SPY valuation and the upcoming earnings calendar, and I highlight one company in an emerging market segment. Each Friday, in the Applied Asset Management module of the Applied Level (www.markmeldrum.com/subscriptions), I go deeper into the actual positions I have, showing the Delta, Vega, and Theta of each position. Each week, I also highlight a company in a new or emerging market segment, or a stock that is newsworthy. I develop an AI 40-prompt infographic for each highlighted company. If you want this e-mailed to you the day before the Market Outlook is released, click here: https://5o11xd.share-na3.hsforms.com/... Here is a link to join Discord if you are not a subscriber to the Applied Level:   / discord   The link is good for 7 days and for the first 50 people only (until next week’s new link). Crypto Crime Report: https://www.chainalysis.com/blog/2026... Link to CFA subscription: https://www.markmeldrum.com Link to Applied Level Subscription: https://www.markmeldrum.com/subscript... 0:00 - 5:47 Intro 5:48 - 16:03 Jobs 16:04 - 20:09 20:10 - 23:53 Economic calendar 23:54 - 28:14 Rates and yields 28:15 - 40:43 Real rates and OAS 40:44 - 52:43 AI Agents vs SaaS 52:44 - 58:31 SPY and Earnings calendar 58:32 - 1:24:17 Spotlight Company - Datadog Below are links to data sources I use or will use in the Market Outlook Major Foreign holders of UST: https://ticdata.treasury.gov/resource... Realtor.com: https://www.realtor.com/research/nove... Economic calendars https://tradingeconomics.com/calendar https://www.fxstreet.com/economic-cal... This Week in Earnings: https://lipperalpha.refinitiv.com/wp-... Money Market flows: https://www.ici.org/research/stats/mmf Fed Balance Sheet: https://www.federalreserve.gov/moneta... LINK TO S&P SPREADSHEET: https://www.spglobal.com/spdji/en/doc... SIFMA: https://www.sifma.org/resources/resea... Freddie Mortgage Rates: https://www.freddiemac.com/pmms Treasury: https://home.treasury.gov/resource-ce... SOMA https://www.newyorkfed.org/markets/so... EFFR https://www.newyorkfed.org/markets/re... Reverse Repo https://www.newyorkfed.org/markets/de... FedWatch Tool: https://www.cmegroup.com/markets/inte... STIR analytics https://www.cmegroup.com/tools-inform... Forward Curves: https://www.chathamfinancial.com/tech...