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Markets Drop but Bonds Rally as Meta Floats a Possible Equity Raise | October 22, 2026
Published 3 days, 9 hours ago
Description
Ben and Tom break down the bond rally driven by worries about off-balance-sheet AI debt, Meta's earnings and new Class C shares, and Zuckerberg weighing a move out of California. Tom's camera died in the middle of recording today FYI.
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Join our live YouTube stream Monday through Friday at 8:30 AM EST:
http://www.youtube.com/@TheMorningMarketBriefing
Please see disclosures:
https://www.narwhal.com/disclosures