Ugly equities, ugly bonds, ugly metals - and Spotlight Company - GEN

0:00 - 25:09 Economic data 25:10 - 30:18 Rates and yields 30:19 - 40:28 Real rates and OAS 40:29 - 42:48 Economic Calendar 42:49 - 1:02:57 CIEN, AVGO, QQQQ, and SOXX 1:02:58 - 1:16:42 Elevated oil prices for a while 1:16:43 - 1:20:52 SPY and earnings 1:20:53 - 1:59:47 Spotlight Company - Gen Digital (GEN) Applied Energy Analyst https://7584408165302.gumroad.com/l/i... Understanding Digital Infrastructure https://7584408165302.gumroad.com/l/p... Understanding Semiconductor Substrates https://7584408165302.gumroad.com/l/u... Understanding Mortgage REITs https://7584408165302.gumroad.com/l/e... Understanding AI-Data Service https://7584408165302.gumroad.com/l/c... Link to CFA subscription: https://www.markmeldrum.com Link to Applied Level Subscription: https://www.markmeldrum.com/subscript... Every 2 weeks, I highlight a company in a new or emerging market segment, or a stock that is newsworthy. I develop an AI 40-prompt infographic for each highlighted company. If you want this e-mailed to you the day before the Market Outlook is released, click here: https://5o11xd.share-na3.hsforms.com/... Below are links to data sources I use or will use in the Market Outlook Major Foreign holders of UST: https://ticdata.treasury.gov/resource... Realtor.com: https://www.realtor.com/research/nove... Economic calendar: https://tradingeconomics.com/calendar This Week in Earnings: https://lipperalpha.refinitiv.com/wp-... Money Market flows: https://www.ici.org/research/stats/mmf Fed Balance Sheet: https://www.federalreserve.gov/moneta... SIFMA: https://www.sifma.org/resources/resea... Freddie Mortgage Rates: https://www.freddiemac.com/pmms Treasury: https://home.treasury.gov/resource-ce... SOMA https://www.newyorkfed.org/markets/so... EFFR https://www.newyorkfed.org/markets/re... Reverse Repo https://www.newyorkfed.org/markets/de... FedWatch Tool: https://www.cmegroup.com/markets/inte... STIR analytics https://www.cmegroup.com/tools-inform... Forward Curves: https://www.chathamfinancial.com/tech...