Macro Matters - China!
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Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss a range of issues.  Is China stimulus enough? Will it lead to China finally outperforming the US?  What about the US? How is the housing market doing? What does this mean for the US economy? Have a listen to find out
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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
Published 11/13/24
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