The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup

Is the AI trade now the only thing standing between the economy and a slowdown?

This week, we unpack why bonds are rallying through scalding inflation data and what that says about the current cycle and inflection point in markets.

We explore the collapse in October hike odds, why AI backstops favor debt over equity, the Russell's brutal losing streak, where to hide from a correlation shock, and whether the top is in for yields. Enjoy!

TIMESTAMPS:

00:00 Intro

02:06 Why Are...