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Macro Money - June 30, 2025 - Are Stocks Ready to Hear This Bond Market Warning?
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Manage episode 491748515 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Are stocks finally ready to hear the warning from the bond market, where swelling rate cut bets are screaming at the Fed to help the US economy? tastylive's Head of Global Macro Ilya Spivak highlights the glaring disconnect between stocks, bonds, and interest rate guidance from the Federal Reserve as US jobs data and a speech from Chair Jerome Powell take canter stage.
…
continue reading
1622 episodes
MP4•Episode home
Manage episode 491748515 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Are stocks finally ready to hear the warning from the bond market, where swelling rate cut bets are screaming at the Fed to help the US economy? tastylive's Head of Global Macro Ilya Spivak highlights the glaring disconnect between stocks, bonds, and interest rate guidance from the Federal Reserve as US jobs data and a speech from Chair Jerome Powell take canter stage.
…
continue reading
1622 episodes
All episodes
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