The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup - podcast episode cover

The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup

Oct 07, 202358 min
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Episode description

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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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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

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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.

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