What Is the Bond Market Telling Us?

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  • Опубліковано 5 лис 2024

КОМЕНТАРІ • 89

  • @RealVisionFinance
    @RealVisionFinance  2 роки тому +2

    Through October 31 we’re CRASHING the cost of all our memberships 🔥 JOIN NOW 👉 rvtv.io/3s6klas

  • @JC-21470
    @JC-21470 2 роки тому +3

    Fantastic guest, questions and video!

  • @orxngeplatypus
    @orxngeplatypus 2 роки тому +9

    I love how Sri-Kumar described the British episode as an "own goal." Hilarious!

    • @TheSlinq
      @TheSlinq 2 роки тому

      It's worse than an own goal, it's like our goalie had the ball in his hands, turned around and bowled it into his own goal

  • @gauravmitm18
    @gauravmitm18 2 роки тому +2

    Love Sri kumar being here. Such a saint personality. love his calm demeanor :)

    • @RandomUser25122
      @RandomUser25122 2 роки тому

      He’s also incredibly astute about a range of markets. Sensible governments should hire him instead of relying on the Powells and Baileys of this world. His wealth of knowledge is pretty wide.

  • @joeking7803
    @joeking7803 2 роки тому +2

    Heads up people. I paid for the Real Vision subscription. It's absolutely not worth it. Save yoir money and just watch their channel and all other free you tube content

  • @oculophilia8724
    @oculophilia8724 2 роки тому +2

    Maggie continues to improve her handle on conversations by asking such discerning questions.
    She is hilarious dunking on Cathy Wood!!

  • @fernandohalmo
    @fernandohalmo 2 роки тому +1

    Always a fan of Komal Sri Kumar

  • @netstarr77
    @netstarr77 2 роки тому +14

    The only surprise is that it was the London market that was first to collapse

    • @conduit242
      @conduit242 2 роки тому +5

      Not really

    • @RandomUser25122
      @RandomUser25122 2 роки тому +1

      Those of us in England are not surprised because we know the people leading us.
      Rhetoric will never beat markets down because markets always have a choice of where to invest.

    • @RealVisionFinance
      @RealVisionFinance  2 роки тому

      Thanks for watching!

  • @Myfriendozzie
    @Myfriendozzie 2 роки тому +2

    Sri is wonderful great interview

  • @msims6054
    @msims6054 2 роки тому

    Oh come on , how could someone be that good at their job !? Great job Maggie Lake

  • @danielpapworth3353
    @danielpapworth3353 2 роки тому +1

    Appreciate the content! Great video 🙏😎

  • @turbofanlover
    @turbofanlover 2 роки тому +3

    Great stuff, guys. Thanks.

  • @silverbacksworld
    @silverbacksworld 2 роки тому +1

    Thanks

  • @demonridera
    @demonridera 2 роки тому +2

    The big issue is the splitting of the world into two blocs. G7 will not be given cheap commodities and labour anymore. That will feed inflation and monetary policy doesn't have a solution for the new reality. We see the symptoms but the underlying malady is different

  • @theIdlecrane
    @theIdlecrane 2 роки тому +4

    "Eurozone has a common currency and that reduces overall risk" 😅

  • @ChrisBrunger
    @ChrisBrunger 2 роки тому +5

    What scares me is that Truss is not only thick but she is also incredibly stubborn to admit she is wrong. She might just be crazy enough to collapse the UK economy

    • @Jimmytwoshoes789
      @Jimmytwoshoes789 2 роки тому +1

      The policies are correct but hasn't been presented well

    • @Rnankn
      @Rnankn 2 роки тому

      It is rich with irony that market fundamentalism is what will crash the economy. The contradictions of capitalism have never been made so plainly obvious.

    • @m_r__r_o_b_o_t
      @m_r__r_o_b_o_t 2 роки тому

      It’s hard to believe it wasn’t deliberate. I mean if the question was: how do we collapse the pound and gilts whilst looking like we’re trying to boost the economy, this was the perfect move!

  • @rafaelmelitonrodriguezmigl7509
    @rafaelmelitonrodriguezmigl7509 2 роки тому +1

    “You don’t believe we’re on the eve of destruction?” Remember that song?

  • @arturolangdon7058
    @arturolangdon7058 2 роки тому +2

    Why US banks went down another 3 per cent.?

  • @rafaelmelitonrodriguezmigl7509
    @rafaelmelitonrodriguezmigl7509 2 роки тому +6

    Printing and giving away money created the problem

    • @Rnankn
      @Rnankn 2 роки тому

      Commodifying social life and expecting it to self-regulate created the problem.

  • @stevewood1090
    @stevewood1090 2 роки тому +2

    What I don't understand is why we care if institutions fail when they take untoward risk by margining up to their neck. Wall Street will never learn until they're total lesson. It's about time we do it

    • @Rnankn
      @Rnankn 2 роки тому +2

      Because the consequences are not restricted to them, the risk is systemic. And when the system fails, it becomes public responsibility. Hence the efforts to prevent it in the first place. This is what we call circular logic, and unstable economic system.

  • @hughmob3211
    @hughmob3211 2 роки тому

    Is anyone looking at the SRS ETF? would appreciate any comments

  • @gauravmitm18
    @gauravmitm18 2 роки тому +1

    @22:00 wow

  • @newby2224
    @newby2224 2 роки тому

    why aren't the banks passing the interest rates to savings....they are putting up rates on mortgages but not savings

  • @RichardSKLim
    @RichardSKLim 2 роки тому

    They've been scoring own goal for decades now. The markets have lost faith in them. It's not so simple now, Mr. Sri-Kumar. Just making a U-turn on tax cuts will not help. We're in a full blown crisis! This is it! The fuse has been lit, and the whole system will blow up!

  • @workwillfreeyou
    @workwillfreeyou 2 роки тому +2

    50 years of government debts running up. Now at a parabolic rate.

  • @DocDanTheGuitarMan
    @DocDanTheGuitarMan 2 роки тому

    anyone else troubled by the guy on rights smirk and lack of insight?

  • @rogerhall559
    @rogerhall559 2 роки тому

    If the currency changes . .fixed loan rates are gone and loans are "repriced"

  • @pt239
    @pt239 2 роки тому +1

    Yeah go ahead and pivot you will see oil and inflation run higher like no tomorrow

    • @Rnankn
      @Rnankn 2 роки тому

      This isn’t bad in my view. The trade-offs are just different. And potentially, we’d be better off.

  • @maguirefire3190
    @maguirefire3190 2 роки тому +1

    I've never known anyone in my lifetime to complain about stimulus... why should the UK government be the first to say we can't borrow when every other government prior to that uk government borrowed massively and sowed the seeds to this situation

    • @maguirefire3190
      @maguirefire3190 2 роки тому

      If Deflation kicks in the UK government is ahead if the curve...

  • @frank-cezar
    @frank-cezar 2 роки тому +4

    Stop using red backgrounds UA-cam uses a red bar to indicate when a video has been played. Your red background is the same color and nullifies UA-cam’s indicator

  • @ask_why000
    @ask_why000 2 роки тому

    The U.S. never should have passed TARP. And "capitalist" economies (true capitalist economies) wouldn't need this level of hand holding by the Fed or central banks in general.
    Oh, but-but-but-
    No, nothing is too big to fail.

  • @pt239
    @pt239 2 роки тому

    So Kathy wood have a say hedge fund has a say banker has a say family office has a say but where is common people say to the fed

  • @ask_why000
    @ask_why000 2 роки тому +1

    It would appear that the bond market is grade A f*ked.
    And I'm not even an overpaid Wall Street wonder.
    Bonds go boom!
    But Jimmy Cracked Corn...

  • @hankday28
    @hankday28 2 роки тому

    Why Maggie makes people work so hard after hours?, cause she can't do it alone

  • @shanepurcell9389
    @shanepurcell9389 2 роки тому

    Lol
    What he means nobody saw it coming... Rich Dad Poor Dad has been talking loudly about pension funds for over 2 years... perhaps you should get Robert on....

  • @imzan3650
    @imzan3650 2 роки тому

    The US market is not the UK.

  • @ask_why000
    @ask_why000 2 роки тому

    Can I get that picture behind the Brit in NFT form?
    ... that dude is kind of hot...

  • @unTLDR
    @unTLDR 2 роки тому +1

    Is it just me, or does Liz Truss' name have so much potential to be in the headlines as Lost Truss?

    • @roderickcampbell2105
      @roderickcampbell2105 2 роки тому

      Just you unT... since you asked.

    • @maguirefire3190
      @maguirefire3190 2 роки тому +1

      I think she should put all the stimulus to bed and cut spending... that would fix this problem in no time...

    • @maguirefire3190
      @maguirefire3190 2 роки тому +1

      Full employment in the UK would allow for public sector lay offs to balance the budget I can't see a better time to go thatchernomics

    • @rafaelmelitonrodriguezmigl7509
      @rafaelmelitonrodriguezmigl7509 2 роки тому

      I see “Lost Trust”

    • @STLT
      @STLT 2 роки тому

      Pointless silly..

  • @silverado9104
    @silverado9104 2 роки тому

    By the middle of the day, the price structure of the market made it highly probable that a deep retrace of the intraday move would occur in the afternoon.
    All this macro hypothesizing is a jumble of just-so stories, confusing seeming correlation w/ causation.

  • @sherry6404
    @sherry6404 2 роки тому +1

    Of course it's a game 🤡

  • @STLT
    @STLT 2 роки тому +2

    Tax cuts is exactly what the UK needs, now and always. Timing is not the best but withdrawing the tax cuts would be a huge mistake longer term.

    • @maguirefire3190
      @maguirefire3190 2 роки тому

      If Inflation goes down the UK Is ahead of the curve ... if it doesn't s what... who cared about bond markets anyway... Labour Party thought government grew money on trees

    • @roderickcampbell2105
      @roderickcampbell2105 2 роки тому +1

      Hello Steve. I disagree. I suggest that the current tax approach is helpful and desirable. Define longer term by the way.

    • @eughrologh
      @eughrologh 2 роки тому

      @@maguirefire3190 No, Conservative government thinks money grows on trees. That's the problem.

    • @Rnankn
      @Rnankn 2 роки тому

      Now and always? Taxes have been too low for decades. And parliament has authority, not abstract principles.

  • @ksingh1743
    @ksingh1743 2 роки тому

    Thank Ram that the prime minister resigned

  • @my0.02cents
    @my0.02cents 2 роки тому

    italian real estate with imploding demograhics lol. E.U I don't think so. only thing i didn't agree with.

  • @toroblanco800
    @toroblanco800 2 роки тому +2

    Komal Sri-Kumar's comment that IMF never criticizes European countries is very chauvinistic 😡😡. IMF criticizes a lot all central and eastern European countries. IMF may criticizes less France, Germany an UK but, there is not much to criticize those countries from IMF since they don't use IMF loans. 😏 Don't bring this dude back ever.

  • @ShimiMoi
    @ShimiMoi 2 роки тому

    Old news

  • @johnryskamp2943
    @johnryskamp2943 2 роки тому +1

    So will Truss retreat? Yes or no.

    • @Rnankn
      @Rnankn 2 роки тому

      She would guarantee her government losing all credibility. And she is a true believer. But if she doesn’t, the commons might call for a vote of no confidence and collapse her government immediately. Either way, I think the conservatives have lost power for the next decade.

    • @karagis75
      @karagis75 2 роки тому

      Yes

    • @RealVisionFinance
      @RealVisionFinance  2 роки тому +1

      It just happened!