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YouTube-Fidelity Investments
2023/09/06Introduction
The Script
Andy's Current View: Bearish On Stocks And Bonds, Bullish on Two-Year Notes
Bond Market Might Be Underpricing The Chance Of A Recession
Treasury Plumbing (Quarterly Refunding Announcement)
At What Point Will Buyers Return To The Treasury Market?
VaEck Ad
How To Trade Something That Has So Many Drivers (Such As S&P 500)
Stock Bond Correlation
May Fed Meeting
Odds That The Fed Hikes In 2024 (Rather Than Cuts)
Andy Likes Two Year Notes Even Though He Thinks The Fed Could Not Cut At All This Year
Andy Gets In-The-Weeds On Options-Implied Path of Fed Policy
What Would It Take For Andy To Become Bullish On Stocks?
Gold's Sudden Rise
The Japanese Yen
The Pressures On Interest Rates Will Emanate From The United States
Chinese Equity Market
Fed's Decision To Taper Quantitative Tightening (QT)