explicit
implicit
RUT
Oil
Metals
USD
U.S. Treasury
8.0
Government Agency
Scott Bessent 7.0
Government Agency
Scott Bessent 7.0
9/16/2025 3:17:11 PM
ndx
The markets hit new highs again despite concerns about global trade rebalancing, tariffs, and a tight labor market. The interviewee cited a combination of factors including anticipation of rate cuts, deregulation, and a positive outlook due to the president's agenda, reflecting a market climbing a wall of worry.
yields
As your previous guest said, 25 basis point cut is priced in to tomorrow and we will see whether the fed wants to go to neutral or become accommodative. The president thinks neutral is like 300 basis points from where we are right now. I don't think he thinks that's neutral. I think he thinks that's accommodative. And I you know, I think he thinks that the fed is behind the curve. We are in the middle of a housing crisis. ... One of the keys to housing affordability is lower rates.
| 9/16/2025 3:02:16 PM | short term cautious down | 5 days later | +1.64% | -0.82% |
| 9/15/2025 1:01:21 PM | short term cautious down | 6 days later | +2.91% | -1.45% |
| 9/11/2025 10:26:45 PM | long term cautious down | 60 days later | +1.45% | -0.73% |
| 9/3/2025 6:57:32 PM | medium term cautious down | 20 days later | -0.69% | +0.35% |
| 8/27/2025 12:58:21 AM | short term cautious up | 5 days later | +1.66% | +0.83% |
| 8/14/2025 12:59:39 PM | short term sharp down | 5 days later | -0.74% | +1.11% |
| 8/14/2025 11:22:41 AM | short term down | 5 days later | -0.74% | +0.74% |
| 8/14/2025 11:10:44 AM | medium term sharp down | 20 days later | -3.51% | +5.27% |
| 8/14/2025 9:15:11 AM | medium term sharp down | 20 days later | -3.51% | +5.27% |
| 8/14/2025 7:47:16 AM | short term sharp down | 5 days later | -0.74% | +1.11% |
| 8/13/2025 11:25:02 PM | short term down | 5 days later | +0.21% | -0.21% |
| 8/13/2025 4:15:38 PM | short term cautious down | 5 days later | +0.21% | -0.10% |
| 8/13/2025 3:45:12 PM | medium term cautious down | 20 days later | -1.91% | +0.96% |
| 8/13/2025 3:10:28 PM | short term down | 5 days later | +0.21% | -0.21% |
| 8/6/2025 7:18:34 PM | medium term cautious down | 20 days later | -0.14% | +0.07% |
