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Explaining Yesterday’s Market Reaction in Equities and Bonds
Manage episode 504192718 series 3645668
Robert Conzo explains yesterday’s bond market reaction to a U.S. appeals judge ruling most of Trump’s tariffs illegal, and contrasts it to equity market moves. He also looks at the Fed’s dual mandate, with labor markets more of a concern – and questioning around the accuracy of those numbers. He argues inflation is under control and not as much of an issue on the minds of investors or corporations. Robert thinks the market might be in a holding pattern but is still bullish on the AI trade.
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7298 episodes
Manage episode 504192718 series 3645668
Robert Conzo explains yesterday’s bond market reaction to a U.S. appeals judge ruling most of Trump’s tariffs illegal, and contrasts it to equity market moves. He also looks at the Fed’s dual mandate, with labor markets more of a concern – and questioning around the accuracy of those numbers. He argues inflation is under control and not as much of an issue on the minds of investors or corporations. Robert thinks the market might be in a holding pattern but is still bullish on the AI trade.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
7298 episodes
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