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The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup

On The Margin

English - October 07, 2023 11:00 - 57 minutes - ★★★★★ - 97 ratings
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Previous Episode: China's Old Economic Model Is Dying | Leland Miller
Next Episode: Bond Market Sell-Off Will Drive Equities Lower | Andy Constan & Nick Givanovic

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This week, Mike & Mark discuss the historic declines in the bond market with the long end sell-off continuing. We also discuss the blowout payrolls data, which under the surface may not be as hot as the headline suggests. To hear all this & more, you'll have to tune in!
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Digital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london
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Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/01:15 Renewed Bond Bear Market
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Timestamps:

(00:00) Introduction
(03:14) DAS London
(06:11) Sell-Off In The Bond Market
(11:24) Payrolls Come In Hot
(18:54) The Global Wrecking Ball: Oil, U.S Dollar & U.S Yield's
(24:36) Blockworks Research Ad
(25:24) Beware Of FOMO
(35:10) Diving Into The Payrolls Data
(37:25) Are Equities About To Crack?
(41:49) What Stops This Bond Market From Selling Off?
(44:27) The BoJ Steps In To Curb Yen Losses
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Disclaimer: Nothing discussed on On The Margin 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.

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Mike & Mark discuss the historic declines in the bond market with the long end sell-off continuing. We also discuss the blowout payrolls data, which under the surface may not be as hot as the headline suggests. To hear all this & more, you'll have to tune in!

--

Digital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/01:15 Renewed Bond Bear Market

--

Timestamps:


(00:00) Introduction

(03:14) DAS London

(06:11) Sell-Off In The Bond Market

(11:24) Payrolls Come In Hot

(18:54) The Global Wrecking Ball: Oil, U.S Dollar & U.S Yield's

(24:36) Blockworks Research Ad

(25:24) Beware Of FOMO

(35:10) Diving Into The Payrolls Data

(37:25) Are Equities About To Crack?

(41:49) What Stops This Bond Market From Selling Off?

(44:27) The BoJ Steps In To Curb Yen Losses

--

Disclaimer: Nothing discussed on On The Margin 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.

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