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July 16, 2024
Kind of takes the relief trade, if you will, out of the treasury market. Have a vaccine but have to deal with the rising case counts. Its difficult for Bond Investors to show no caution to the wind. Think about what actually has the chance to survive. Jeff rosenberg is joining us right now. What a week it has been in the market, tested in several fronts. Lets talk about credit first. We have the fed and the treasury having a little bit of a spat over the emergency programs introduced this year. ...
July 16, 2024
They may get back in. Conditions have to worsen. If something dramatic happens. Or inflation has to majorly overshoot their level. They dont want to be the reason the markets fall off but they also dont want to be the reason they go up. They are not going up or down. They will probably try to stay out of the spotlight. Jonathan joining me around the table, diana amoa, gregory peters, and in london, Andrew Chorlton. Andy, your thoughts on the threshold to bring the fed back to the table in 2020 ....
July 16, 2024
The fed may get pulled back in. Massive escalation and geopolitical tensions. Inflation has to majorly overshoot their level. They have left the door open. They do not want to be the reason the markets fall off, but they do not want to be the reason they are going off. Theyre probably going to stay off the spotlight. , greg peters,a joining us from london, andy. Your thoughts on that the threshold to bring the fed back to the table in 2020 . If we put to one side what happened overnight, it is m...
July 16, 2024
They will not clear that any time soon. The fed may get old back in. They may get pulled back. Conditions have to worsen. If something dramatic happens. Or inflation has to majorly overshoot their level. They dont want to be the reason the markets fall off but they dont want to be the reason they go up. The economy is going up. As long as the economy is ok. They do nothing in an election year. They will probably try to stay out of the spotlight. Jonathan joining me around the table, diana amoa, ...
July 16, 2024
The threshold is extremely high. Impossibly high. They may get back in. Conditions have to worsen. If something dramatic happens. Or inflation has to majorly overshoot their level. They dont want to be the reason the markets fall off but they dont want to be the reason they go up. They are not going up or down. They will probably try to stay out of the spotlight. Jonathan joining me around the table, diana amoa, gregory peters, and in london, Andrew Chorlton. Andy, your thoughts on the threshold...