Yimin Xu on bond market equilibrium and deciphering Fed rationale

Feb 29, 2024 · 33m 42s
Yimin Xu on bond market equilibrium and deciphering Fed rationale
Description

Yimin Xu of https://seekingalpha.com/author/cestrian-capital-research?source=ie_podcast:yimin_xu_bond_market_fed_rationale on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy...

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Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15).

Show Notes:
Will This Market Go Higher Than Anyone Expects?
Should We Trust Economic Data? With Danielle DiMartino Booth
Wall Street Lunch: January CPI Comes In Hot
Growth Investor Pro by Cestrian Capital Research

Episode transcripts

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Author Seeking Alpha
Organization Seeking Alpha
Website seekingalpha.com
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