Andy Constan: The Bond Market Will Take The Stock Market ...

What this episode covers

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Andy Constan on Twitter https://twitter.com/dampedspring Follow Two Gray Beards on Twitter https://twitter.com/2Graybeards Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:16) The Script (02:49) Andy's Current View: Bearish On Stocks And Bonds, Bullish on Two-Year Notes (04:17) Bond Market Might Be Underpricing The Chance Of A Recession (07:29) Treasury Plumbing (Quarterly Refunding Announcement) (13:10) At What Point Will Buyers Return To The Treasury Market? (17:13) VaEck Ad (18:15) How To Trade Something That Has So Many Drivers (Such As S&P 500) (22:35) Stock Bond Correlation (30:17) May Fed Meeting (31:36) Odds That The Fed Hikes In 2024 (Rather Than Cuts) (33:28) Andy Likes Two Year Notes Even Though He Thinks The Fed Could Not Cut At All This Year (34:59) Andy Gets In-The-Weeds On Options-Implied Path of Fed Policy (39:05) What Would It Take For Andy To Become Bullish On Stocks? (41:24) Gold's Sudden Rise (44:53) The Japanese Yen (46:54) The Pressures On Interest Rates Will Emanate From The United States (47:37) Chinese Equity Market (49:35) Fed's Decision To Taper Quantitative Tightening (QT) __ Disclaimer: Nothing discussed on Forward Guidance 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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Frequently Asked Questions

How long is this episode of Forward Guidance?

This episode is 56 minutes long.

When was this Forward Guidance episode published?

This episode was published on May 6, 2024.

What is this episode about?

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Andy Constan on Twitter...

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