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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!
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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
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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.
