Reconciling data with market strength

Jason Shapiro discusses shifting market sentiment, the bond market warning signs, gold’s surprising weakness, and why the Fed may be forced back into QE. He explains why investors are changing sides, what fixed income is signaling, and why this could become the biggest market story in the months ahead.#markets #bonds #gold ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨‍💼 Guest: Jason Shapiro🏢 Company: Crowded Market Report🌎 https://www.crowdedmarketreport.com/📺 @crowdedmarketreport 𝕏 @Crowded_Mkt_Rpt📅 Recording date: March 18th, 2026---------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE 🪙May 15 & 16, 2026 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/00:00 Why are investors changing sides?00:56 Jason Shapiro joins the show01:15 Market sentiment shifts on war fears03:26 Is the Fed put back?06:09 What happens if QE fails?07:46 What could trigger the next market move?10:33 Why gold is acting badly11:23 Do markets make sense right now?14:17 GDP, PPI, and market reaction16:30 Is the market more bullish than expected?18:19 Bond market warning signs20:17 Why spreads matter most22:10 Is 5% yield the line?23:17 Jason’s only active trade24:34 Why he is short the Canadian dollar25:15 How he controls trading emotions27:20 Jason’s process after 26 years27:43 What indicators he watches28:42 The one market to watch: fixed income29:01 Where to follow Jason Shapiro**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#JasonShapiro, #SoarFinancially, #BondMarket, #FixedIncome, #FederalReserve, #QE, #Gold, #Silver, #MarketSentiment, #Inflation, #GDP, #PPI, #InterestRates, #TreasuryYields, #Stocks, #Investing, #Macro, #Commodities, #Recession, #CrowdedMarketReport