Macro & Volatility™ #33: Goldilocks Earnings vs. the Three Bond Bears: ECB; BOJ; and the US Deficit
Macro & Volatility™ por Josh Silva and Michael Purves
E33
14 sept 2026
20:27
Notas del episodio
- Bond bears are winning globally, but deficits may be the real story
- Geopolitics and oil are driving rates more than inflation fears
- Earnings, not rates, are still the equity market's steering wheel
Palabras clave
interest rates
FOMC
Federal Reserve
bond market