-
Buy The Bubble or Watch It Burst?
podcast Alf and Brent discuss the massive AI-driven rally which is beginning to have strong implications for broader markets and the economy. Brent presents the consensus view from several hedge fund PMs he met in Singapore - are they riding the bubble or afraid it's going to burst soon? And what about bonds, gold, and the USD?
- Comments / Top
- Subscribe
-
- Older Stories
From cmegroup.com|Oct 10, 2025CME Group, the world's leading derivatives marketplace, today announced that volume in its metals complex reached a record 2,148,990 contracts on Thursday, October 9, 2025, 24% ...
From @financialjuice|Oct 10, 2025Fed's Musalem: Inflation running high and the labor market showing signs of potential weakness. Fed's Musalem: Fed's goals are in tension. Fed's Musalem: A balanced approach to monetary policy only works if inflation expectations are anchored. MUSALEM: INFLATION IS MATERIALLY ABOVE OUR TARGET MUSALEM: I BELIEVE WE HAVE TO TREAD WITH CAUTION ON RATES
From cnbc.com|Oct 10, 2025Gold and bitcoin have traded to record highs as investors look for protection in what’s typically a volatile October for the market. Rising inflation and debt, a weakening U.S. ...
-
- Newer Stories
From mining.com|Oct 10, 2025Codelco’s copper losses from the accident at its El Teniente mine are likely to be 45% higher than previously estimated, but chairman Maximo Pacheco still expects the world’s ...
From @FirstSquawk|Oct 10, 2025|2 commentsFED: INDUSTRIAL PRODUCTION REPORT WON'T BE RELEASED OCT. 17
From think.ing.com|Oct 10, 2025|1 commentIt makes a change for us weary UK economists when it's someone else's Treasury squaring up to the bond market; I'm still scarred by Liz Truss's 45 days in office when the markets ...
- Story Stats
- Oct 10, 2025 12:58pm Posted byFundamental Analysis55,902
