The Bond Market Is the Truth Teller No One Heeds, Feat. George Goncalves

A veteran bond strategist gives his take on why the bond market has a better read than equities on short-term and long-term macro trends.

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This episode is sponsored by Bitstamp and Crypto.com.

See also: What’s Behind the Fed’s New Push to Promote Inflation?

Today on the Brief:

• More bad news from jobless claims and the GDP
• The big tech hearing was a whole bunch of nothing; watch TikTok instead
• Robinhood dives into Kodak (but so do illegal insider traders)

Our main conversation is with independent bond strategist George Goncalves.

We discuss:

• How the bond market watches Federal Reserve meetings
• What, if anything, was new about this week’s FOMC meeting
• What it means that the bond market and equities market tell different stories
• Why the bond market has been telling a long-term story of slowing growth
• Whether institutional investors are actually moving away from government debt and into gold
• Why Judy Shelton should have a place on the Federal Reserve

See also: As Economic Indicators Get Worse, the US Revs Up the Next Multi-Trillion Stimulus

Find our guest online:
Twitter: @bondstrategist

For more episodes and free early access before our regular 3 p.m. Eastern time releases, subscribe with Apple Podcasts, Spotify, Pocketcasts, Google Podcasts, Castbox, Stitcher, RadioPublica, iHeartRadio or RSS.