Latest / The Real Investment Show (Full Show)
9-5-24 Limiting Losses W Yield Curve Analysis
Lance Roberts previews the next Fed meeting: There's a 50-50-chance of a 50-bp rate cut; will tomorrow's jobs report show fewer jobs than before Covid? Numbers are suspect with labor "hoarding" a potential problem; negative revisions to JOLTS report, part of a trend of negative revisions back to 2002. Will Yields be 4% by Friday? What the bond market is indicating. Living in the late 1900's; The Bond Yield Bet: Lots of stragglers to natural buying on demand; depending on the Fed to cut rates. Corporations are shorting Treasuries ahead of their own bond issuances: Corporate debt hedging. There…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.