Derek Moore is joined by Shane Skinner and Mike Snyder to discuss the upcoming huge week in earnings and where the options markets rank the big 4 this week for implied moves. Then, they ask the question of what would need to happen to see 30-year mortgage rates slip lower to 5%. Later, they review the latest (albeit late) CPI figures and note, despite tariffs, no surge in inflation. All this and more plus a couple of recommendations.

Implied volatility around earnings AAPL MSFT META GOOG

Spread between 30-year mortgage rates and the 10-year treasury yield

Spread narrowing plus lower 10-year yields impact on mortgage rates

CPI comes out late but still no surge in inflation

How shelter (housing) is still responsible for most of the CPI YoY change

VIX gets crushed lower after only a week ago piercing the 25 level

Mentioned in this Episode

Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

Contact Derek [email protected]