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In this episode Ed covers global bond market volatility and why it's creating challenges (measured through the MOVE index) for governments around the world. Ed takes a look at historical asset performance in stagflationary environments, recent comments from Goldman Sachs and other analysts on energy markets, jobs cuts across major companies, and a disappointing earnings quarter from Facebook.
A new book from Dr. Suhas Kshirsagar - Change Your Schedule Change Your Life
Music Mood - Pink Floyd / Fleetwood Mac / Indie Rock
Ideas & Research from
Economic Analysis, Homer & Sylla. A History of Interest Rates
https://markets.ft.com/data/indices/tearsheet/summary?s=MOVE:PSE
https://hiddenrockcapital.substack.com/
https://concoda.substack.com/
By Ed MartinIn this episode Ed covers global bond market volatility and why it's creating challenges (measured through the MOVE index) for governments around the world. Ed takes a look at historical asset performance in stagflationary environments, recent comments from Goldman Sachs and other analysts on energy markets, jobs cuts across major companies, and a disappointing earnings quarter from Facebook.
A new book from Dr. Suhas Kshirsagar - Change Your Schedule Change Your Life
Music Mood - Pink Floyd / Fleetwood Mac / Indie Rock
Ideas & Research from
Economic Analysis, Homer & Sylla. A History of Interest Rates
https://markets.ft.com/data/indices/tearsheet/summary?s=MOVE:PSE
https://hiddenrockcapital.substack.com/
https://concoda.substack.com/