DoubleLine Capital, Released on 1/16/25 In “Man Leaving a Bus: What Does It Mean?,” the 2025 edition of “Just Markets,” DoubleLine CEO Jeffrey Gundlach works on the idea that society is undergoing profound change from patterns and trends that prevailed for decades. Among other factors, he cites an almost unprecedented U.S. Treasury curve steepening in […]
Liberty and Finance, Released on 1/16/25 (Recorded on 1/15/25) Gregory Mannarino discusses the growing instability in global markets, with spiking bond yields signaling trouble ahead. Mannarino highlights the central banks’ efforts to suppress rates and inflate the debt bubble, while insurance companies assume risky pension obligations amid questionable solvency. He warns that the banking system […]
Adam Taggart | Thoughtful Money, Released on 1/14/25 Despite the confidence Federal Reserve Chair Jerome Powell is doing his best to project, inflation has not yet been slain. And today’s guest expert, Jim Bianco, founder of market research firm Bianco Research, thinks it’s going to continue to prove problematic as the return of the “bond […]
Financial Repression Authority, Released on 1/13/25 Martin Armstrong is a world renown economist and the creator of the Economic Confidence Model. He is the founder of Armstrong Economics – a public service and blog for the average person to comprehend the global economy and for professionals to access the most sophisticated international analysis possible. He […]
Adam Taggart | Thoughtful Money, Released on 1/9/25 Today’s guest has long warned that the bond market will one day take the printing press away from the Federal Reserve. Well, the Fed has now CUT its policy rate by 100 basis points since September, but the yield on the 10 year US Treasury note is now 100 […]
Money Metals Exchange, Released on 12/27/24 Michael clues us in on why the Fed is actually cutting rates and reminds us of who they ultimately answer to. He also tells us why the counter-intuitive move recently in the bond market following those Fed rate cuts should be very worrisome and may be quite detrimental for […]
Eurodollar University, Released on Released on 12/18/24 Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff is published […]
DoubleLine Capital, Released on 12/17/24 DoubleLine CEO and Chief Investment Officer Jeffrey Gundlach surveys how investors have entered a different world, in its markets, macroeconomics and forecast indicators, than we have experienced in our lifetimes. (1:08) History of forecasting of the target federal funds rate via market pricing. (2:23) The rebalancing of the labor market […]
