The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the historic declines in the bond market with the long end sell-off continuing. We also discuss the blowout payrolls data, which under the surface may not be as hot as the headline suggests. To hear all this & more, you'll have to tune in! -- Digital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/01:15 Renewed Bond Bear Market -- Timestamps: (00:00) Introduction (03:14) DAS London (06:11) Sell-Off In The Bond Market (11:24) Payrolls Come In Hot (18:54) The Global Wrecking Ball: Oil, U.S Dollar & U.S Yield's (24:36) Blockworks Research Ad (25:24) Beware Of FOMO (35:10) Diving Into The Payrolls Data (37:25) Are Equities About To Crack? (41:49) What Stops This Bond Market From Selling Off? (44:27) The BoJ Steps In To Curb Yen Losses -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.