Market Update + Q&A for October 2023
See below for our October 2023 Market Update + Q&A. Summary points below the video.
Market Update & Q&A Video Summary (October 2023):
In our October Market Update we cover:
4:36 CDS Spreads – Risk Measure 5:11 Bond Spreads – Risk Measure 6:01 US Yield Curve – Leading Indicator 11:25 Bond Performance Since Fed Pause – Risk & Leading Indicators 14:21 Debt vs GDP 16:05 Deposit Outflows 18:40 Money Market Inflows 21:05 BTFP 21:31 Bank Credit 22:21 China Holdings of Treasuries 23:57 International Payments 24:59 Leading Economic Index 26:41 CPI – Food 28:11 CPI – Energy 28:27 CPI – Category Change 29:27 Effect Change in Mortgages 30:57 SPR 32:58 Excess Savings 33:16 Credit Card Outstanding Balances 33:35 Credit Card Delinquencies 34:23 Credit Card Interest Rates 35:05 Bankruptcies 35:33 S&P 500 37:27 Raw Materials for Electric Cars 42:35 Q: Long Term Treasuries 43:05 Q: Future Investing 44:56 Q: Crypto in General
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