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Episode 107: Are Bonds Warning of Trouble? With George Goncalves.
Manage episode 520316318 series 3652908
While NVIDIA earnings will likely steal the spotlight, investors are also keeping a worried eye on bonds. George Goncalves, Head of US Macro Strategy at MUFG, joins Maggie Lake to discuss market sentiment in the wake of the chip giant's earnings. Will Nvidia earnings set the tone for the equity market for the rest of this year and is the Fed done lowering rates for now? Follow George on X here: https://x.com/bondstrategistSupport us on Substack: https://themarkethouse.substack.com Connect with us on X: https://x.com/the_markethouse
159 episodes
Manage episode 520316318 series 3652908
While NVIDIA earnings will likely steal the spotlight, investors are also keeping a worried eye on bonds. George Goncalves, Head of US Macro Strategy at MUFG, joins Maggie Lake to discuss market sentiment in the wake of the chip giant's earnings. Will Nvidia earnings set the tone for the equity market for the rest of this year and is the Fed done lowering rates for now? Follow George on X here: https://x.com/bondstrategistSupport us on Substack: https://themarkethouse.substack.com Connect with us on X: https://x.com/the_markethouse
159 episodes
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