We Are All Bond Traders Now
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In this short clip, Samantha LaDuc analyzes the current macroeconomic landscape, focusing on rising bond yields, a strengthening dollar, and their potential impact on equities.
She highlights the risks posed by financing costs, energy prices, and currency headwinds, forecasting that these factors may weigh on corporate earnings in early 2025.
Samantha also discusses the importance of key levels in yields and the dollar, emphasizing the potential for market volatility if these thresholds are breached.
Video Length: 00:15:18
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