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Podcast: Lykken on Lending
Episode: "Oh, Lonesome Me" Shutdown Alters Market Uncertainty - Macro Market Update by Les Parker
Description: 10.20.25 "Oh, Lonesome Me" Shutdown Alters Market Uncertainty--------------------Forget about low oil and find inflation soon. Bears thought of everything from A to Z.Oh, Lonesome Bears.Bonds love misery, like Federal layoffs, cheap oil, China’s exporting deflation, and Europe’s political struggles. Ironically, the absence of government statistics, due to the shutdown, reduces market uncertainty because traders become dependent on moderate model guessesThe Bulls are approaching our target of 3.80 in the 10-year yield. Can mortgages reach 6%?Oh, Lonesome BearsThese views are mine...