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Macro Podcast: Rates, Recession, and Risk Assets

Macro Podcast: Rates, Recession, and Risk Assets

Where is TLT going?

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Capital Flows
Jul 10, 2024
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Capital Flows
Capital Flows
Macro Podcast: Rates, Recession, and Risk Assets
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Hey everyone,

I took a moment to share how I am thinking about the macro backdrop and further explain the research I have been publishing. If you want to see the most recent interest rate report, it’s here:

Interest Rate Report: Duration, TLT, and the macro cycle

Capital Flows
·
July 9, 2024
Interest Rate Report: Duration, TLT, and the macro cycle

This report will provide a detailed update on the current situation with interest rates across the curve, where they are likely moving as we progress into the end of 2024, and how this will impact other asset classes. I have laid out the macro tensions and variables in the following reports:

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Podcast:


Notes On Trades:

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