treasury

Michael Kramer discusses market divergences, interest rates and inflation (0:30). How many rate cuts will we see this year? (6:20) Bleak 2024 earnings picture (11:20). This is an abridged conversation from a recent Investing Experts podcast.

Episode transcripts

Show links: 
Historic week ends with S&P above 5,300, Dow scaling 40K for the first time ever
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’

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Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.

Episode transcripts: seekingalpha.com/wsb

Show links:
Upside/Downside Tug Of War
Here Comes The Stagflation Debate
10-year yield tops 4.5% after strong CPI report

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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. 

In this episode: 

1. Federal Reserve interest rate decision. Economists are forecasting the Fed will hold the target for its benchmark interest rate at 5.25% to 5.5%.
2. US employment report for October. Economists are forecasting non-farm payrolls rose by 173,000 in October following September’s gain of 336,000.
3. Republicans installed little-known Trump ally Mike Johnson as US House speaker, cementing the party’s rightward shift and ending a messy three-week succession fight that paralyzed legislative work.

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