Macro Matters podcast - yield curve, Fed expectations, Crypto,

Macro Matters podcast - yield curve, Fed expectations, Crypto, earnings and factors!

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Description

Tony Zhang PhD, CFA and Rich Excell CFA, CMT follow up their conversation from two weeks ago. They discuss the continuing changes to market expectations for the FOMC, what this means for the yield curve, the risk appetite present in stocks, crypto and credit, and the fundamental drivers of earnings and factors. It is an action-packed episode you do NOT want to miss

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Macro Matters Barry Knapp - What's going on in the bond market?

Rich Excell CFA, CMT is joined by Barry Knapp, Managing Partner of Ironsides Macro to discuss what is being priced into the bond market and the stock market, where they agree and where the discuss agree. Barry covered TGA, RRP, Active Treasury Issuance, Negative Swaps Spreads, Inverted Yield...

Published 11/13/24

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Published 11/13/24

Macro Matters - post election, post FOMC recap

Tony Zhang Phd, CFA and Rich Excell CFA, CMT get together to recap the events of the week. We hardly discussed the CFASC Annual Dinner because there was so much else going on!

Published 11/08/24