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This week we discuss the hot inflation print which rocked markets. As the long end sold off, commodities continue drifting higher & rate cut expectations get pushed out could inflation be about to surprise markets? To hear all this & more, you'll have to tune in!
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Disclaimer: Nothing discussed on On The Margin 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.
The "Debt Spiral" End Game | James Lavish
The U.S. Dollar Is Overvalued
Liquidity Is Rising, "Tug Of War" Between Stocks & Bonds | Julian Brigden
Rising Liquidity Is Supporting A Bull Market | Weekly Roundup
Fed's Stealth Liquidity Is Fueling A Stock Market Rally | Michael Howell
Bitcoin Bulls Are Back | Weekly Roundup
The Path To $100,000 Bitcoin | Adam Back
Huge Rally In Stocks & Bonds, What Comes Next? | Weekly Roundup
Andy Constan: Janet Yellen's Fueling A Massive Stock Market Rally
Michael Kao on November Fed Meeting, Treasury Refunding, & Bond Market Bear Steepening
Bursting Of The Sovereign Debt Bubble | Arthur Hayes
Bitcoin Breaks $35k, The Next Bull Market's Here | Weekly Roundup
Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability & the Boundaries Of Debt-Fueled Economic Growth
Bitcoin Bounces To $30k, The Bond Sell-Off Continues | Weekly Roundup
An "Ocean Of Liquidity" Is Reversing | Neal Berger
Inflation Has Peaked, Unless Oil Resurges | Weekly Roundup
Bond Market Sell-Off Will Drive Equities Lower | Andy Constan & Nick Givanovic
The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup
China's Old Economic Model Is Dying | Leland Miller
The Next Phase Of The Bond Bear Market | Weekly Roundup
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