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BREAKDOWN: The Bond Market Is the Truth Teller No One Heeds, Feat. George Goncalves

Author
CoinDesk
Published
Thu 30 Jul 2020
Episode Link
None

A veteran bond strategist gives his take on why the bond market has a better read than equities on short-term and long-term macro trends. 
This episode is sponsored by Bitstamp and Crypto.com.
Today on the Brief:

More bad news from jobless claims and the GDP

The big tech hearing was a whole bunch of nothing; watch TikTok instead

Robinhood dives into Kodak (but so do illegal insider traders)

Our main conversation is with independent bond strategist George Goncalves.
We discuss:

How the bond market watches Federal Reserve meetings

What, if anything, was new about this week’s FOMC meeting

What it means that the bond market and equities market tell different stories

Why the bond market has been telling a long-term story of slowing growth

Whether institutional investors are actually moving away from government debt and into gold 

Why Judy Shelton should have a place on the Federal Reserve

Find our guest online:
Twitter: @bondstrategist
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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