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The Compound Podcasts:
On at the moment’s present, we talk about:
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Listed here are the highlights from the Paul Tudor Jones interview with Goldman Sachs
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Knowledge reveals disconnect between Individuals' perceived monetary pressure and actuality
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Majority of Individuals Really feel Worse Off Than 4 Years In the past
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Inflation Has Cooled, however Individuals Are Nonetheless Seething Over Costs
Charts:
Tweets:
— Invoice (@wabuffo)
7:03 PM • Oct 22, 2024
BONDS
Many are misinterpreting latest value motion. The transfer (from 3.6 to 4.25) within the 10-yr (post-Fed lower) doesn’t sign a coverage mistake.
As a substitute, it’s the unwind of “recession insurance coverage” patrons.
Conclusions from the 9/19 @3F_Research report under:
— Warren Pies (@WarrenPies)
2:13 PM • Oct 23, 2024
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