Markets Have Their Own March Madness

Markets Have Their Own March Madness

The Federal Reserve was already staring down an inflation problem well before Russian President Vladimir Putin ordered his troops into Ukraine. One month into the war, there’s no clear end in sight. And constraints on key commodities will continue to drive prices and spur the creation of new supply chains. The Fed launched its tightening cycle with a 25 basis point increase to the fed funds target rate. The futures market is now pricing in a 50-basis-point move in May. Equity markets remain volatile. But the most interesting action may be in the bond market, where prices are falling faster than they have in decades as investors account for the Fed’s absolute focus on showing its commitment to fighting inflation. President Joe Biden is in Brussels to meet with NATO counterparts about Russia and Ukraine. But there are no easy answers for that conflict. However, Thomas Thornton, founder of Hedge Fund Telemetry, is here with Real Vision’s Ash Bennington to talk about the Fed, the bond market, Bitcoin, and finding opportunity in disorder in today’s Daily Briefing. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3JTKf8N Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2083)

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Bitcoin Slumps, China Manufacturing Contracts, and Japan’s Crypto Moves: PALvatar Market Recap, December 02 2025

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🔥 It's still black friday on Real Vision. Buy something smarter this year: ⁠https://rvtv.io/4ps8gYF⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, gl...

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A New Bull Run or a Bull Trap? | REKT Vision (November 28, 2025)

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28 Nov 20251h 2min

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🔥 It's black friday. Buy something smarter this year: https://rvtv.io/4ps8gYF ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and ...

28 Nov 20256min

Global Equities Lift, Eurozone Weakness, and Crypto’s Santa Hopes: PALvatar Market Recap, November 27 2025

Global Equities Lift, Eurozone Weakness, and Crypto’s Santa Hopes: PALvatar Market Recap, November 27 2025

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Trading the Markets: November 26, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: November 26, 2025 | Kris Bullock and Bijan Maleki

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Fed Cut Hopes, Weak US Data, Alphabet’s Surge, and BOJ Signals: PALvatar Market Recap, November 26 2025

Fed Cut Hopes, Weak US Data, Alphabet’s Surge, and BOJ Signals: PALvatar Market Recap, November 26 2025

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