Weekend Show – The Bond Bear Market Is Global, Here’s Where Investors Need To Focus
Welcome to the KE Report Weekend Show! On this weekend’s show we focus primarily on the historic bond bear market while also considering geopolitical factors. We stick to what matters for investors when it comes to finding sustainable bull market moves.
Please go back through the week to listen to the Daily Editorials and Company Updates. Let us know what you think of our guests and companies we featured throughout the week by emailing us – Fleck@kereport.com and Shad@kereport.com.
- Segment 1 and 2 – Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website kicks off the show by sharing his insights on the spike in yields, how it has impacted currency markets, including gold, and if upcoming economic data actually matters to markets any more.
- Segment 3 and 4 – Peter Boockvar, CIO at Bleakly Financial Group and Editor of The Boock Report on Substack wraps up the Weekend Show by discussing if the bond market is impacting central bank policy and how he is viewing geopolitical fears as market drivers. We look at the gold market, housing data and US markets, including large cap tech stocks.