I was able to discuss what is going on with Bond Market, why people focus on an inversion of the yield curve, and how to identify when the Fed finally gets ahead of market expectations.  As an aside, the volatile price action of the past few days highlights our view from yesterday’s post that there is no near-term tactical edge ahead of the Fed speak this week.  Stay tuned for a more decisive offensive opinion as we hear more from the Fed. 

 

Link to yesterday’s CNBC “Fast Money” appearance – https://www.cnbc.com/video/2019/08/20/countdown-to-a-fed-filled-week-with-canaccord-genuitys-tony-dwyer.html




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