Watch US rates market, not Fed policy
The speaker argued the new Fed chair has made it clear the market, not Fed policy, will dictate future rates, making the US rates market a key driver for global assets.
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The story so far
CONTESTED · 93 MENTIONS · 63 EPISODES · 22 SHOWS
24 JUL 2026 — 13 AUG 2026 · YESTERDAY
74 SUPPORT · 17 CHALLENGE · 2 REPEAT
- BLOOMBERG SURVEILLANCE
53 EPISODES BETWEEN · 82 MENTIONS · 3 NOT KEPT
- 3 EPISODES NOT SHOWN
- BLOOMBERG SURVEILLANCE
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- THE DIVIDEND CAFE
- WSJ WHAT'S NEWS
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- MARKETPLACE
- THE OPTIONS INSIDER RADIO NETWORK · 2 MENTIONS
- PROF G MARKETS
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- MACROVOICES
- BANKLESS · 2 MENTIONS
- THE DIVIDEND CAFE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- MARKETPLACE
- WSJ WHAT'S NEWS
- EXCESS RETURNS · 3 MENTIONS
- FORWARD GUIDANCE · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- MOTLEY FOOL MONEY
- THE DIVIDEND CAFE
- MARKETPLACE
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- MARKETPLACE
- FORWARD GUIDANCE
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY · 4 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE · 6 MENTIONS
- Market reaction: lower yields, higher equities · CHALLENGES
- Slowing job growth shifts Fed focus to dual mandate
- Soft jobs report shifts Fed calculus toward hold
- Front-end of yield curve rallies on delayed hikes · CHALLENGES
- Structural labor market challenges underpin economy
- High yield needed despite soft data
- BLOOMBERG SURVEILLANCE · 3 MENTIONS
- WHAT BITCOIN DID
- AFFORD ANYTHING
- MOTLEY FOOL MONEY
- WSJ WHAT'S NEWS
- CNBC FAST MONEY
- MARKETPLACE · 3 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- THOUGHTFUL MONEY
- EURODOLLAR UNIVERSITY · 4 MENTIONS
- REAL VISION DAILY BRIEFING
- THE DIVIDEND CAFE
- CNBC FAST MONEY
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- CNBC FAST MONEY
- TOP TRADERS UNPLUGGED
- FORWARD GUIDANCE · 5 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- Watch US rates market, not Fed policy · THIS IDEA
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- MARKETPLACE
- THE JULIA LA ROCHE SHOW
- BLOOMBERG SURVEILLANCE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD