Stocks have been on a tear so far in 2023. But if you can believe it, there’s one area of the stock market that has been even more popular – bonds. Matt doesn’t talk about this market often, but the action he has seen there recently is something that shouldn’t be ignored. So on this episode of Making Money With Matt McCall, Matt dives into bonds.
But a discussion of the bond market wouldn’t be complete without also touching on interest rates. With rates at levels not seen in years, bond funds are now trading at or near multiyear lows. Yet many investors are actually “overweight” in this asset class. Not only does this create opportunity… It also tells us a lot about where stocks are headed in the future.
#investing #inflation #interestrates #stockmarket #federalreserve
00:00 Market Momentum
4:15 SPY Total Return and Return Off High
5:10 60/40 Benchmark vs. Bond Market
7:00 US 10-Year Treasury Historical Returns
10:00 Why Have Bonds Gone Down?
13:03 Investors Expecting Yields and Interest Rates to Fall
16:44 Mortgage Rates and Home Builder Sentiment
22:00 What Effect Will the Fed Have on Interest Rates?
➡️ Follow us on Facebook: https://www.facebook.com/StansberryResearch
➡️ Follow us on Twitter: https://twitter.com/stansberry
➡️ Follow us on Instagram: https://www.instagram.com/stansberry_research
➡️ Follow us on LinkedIn: https://www.linkedin.com/company/stanberry-research
