Yimin Xu on bond market equilibrium and deciphering Fed rationale

Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15).

Show Notes:
Will This Market Go Higher Than Anyone Expects?
Should We Trust Economic Data? With Danielle DiMartino Booth
Wall Street Lunch: January CPI Comes In Hot
Growth Investor Pro by Cestrian Capital Research

Episode transcripts

For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Published on 1 year, 9 months ago

Podcast Episode Details