On today's edition of Boiler Room, Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "The Bond Market Is Talking: Are You Listening?".
While equities have rallied in recent weeks, investors are split between wether this signals a market bottom, or a bear market rally. With the end of the year often posting positive equity returns, we have to dig under the surface and look at the bond market to help us. Alfonso walks through the signals the bond market is telling and describes how we can position to benefit from that, but to hear that, you'll have to tune in!
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Referenced In The Show:
The Bond Market Is Talking: Are You Listening?:
https://themacrocompass.substack.com/p/bond-market-talking#details
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Timestamps:
(00:00) Introduction
(01:07) When The Bond Market Talks, You Better Listen
(04:30) What Is This: 2001?
(07:54) The Fed Pivot... Or Pause
(11:07) What Is Happening In Markets?
(14:40) The Macro Compass
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Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.