BlackRock is loading up on European bonds, using currency hedges to boost returns in what Rick Rieder calls “a nirvana for a bond manager” https://t.co/9bCigElZxQ ...

The European Central Bank proposed changing the design of a type of deeply subordinated bond issued by lenders to ensure it can absorb losses before banks fail https://t.co/WcPIBRcSkN ...

Some of Vanke's yuan bonds plunged in their biggest daily drop in nearly a year https://t.co/VWUfyWAYT0 ...

Long-dated bonds are looking more attractive as governments and central banks take steps to curb the glut in that segment of the market, according to JPMorgan Asset Management https://t.co/hMh6hKa0VY ...

Knowing how primary and secondary markets work is key to understanding how stocks, bonds, and other securities are traded. There are some key differences. https://t.co/jyQhZHGssw ...

Interest Rate and Monetary Policy - The market is closely watching the 4% level in rates [1] - The Fed is expected to cut rates once or twice this year, with October being largely priced in [7] - Further rate cuts could lead to a terminal Fed funds rate below the Fed's long-run neutral rate, indicating a very accommodative policy [7] Economic Concerns - A government shutdown of the current length is concerning and could impact the economy [4] - The impact of the shutdown on GDP is estimated to be between 0.1% to 0.2% per week [5] Market Dynamics and Investor Behavior - Investors are seeking safe haven assets like treasuries due to concerns about the broader macroeconomic backdrop [3] - There is over 7 trillion in money market fund instruments, indicating a large amount of cash on the sidelines [8] - Investors are allocating to bonds and global equities, with gold being one of many avenues for investment [9] - Money market fund AUMs have been increasing even as equities reach all-time highs, contrary to expectations of money flowing from money markets to equities after the Fed stops hiking rates [11][12]

Silver's been a hot trade, too. Up 67% this year. But to Josh Brown's point, today silver finally passed its 2011 high.Still hasn't gotten back to its all-time high set in 1980. So, are metals just having some temporary shine or has something permanently changed. Joining us now is John Champaga, uh, Sprat Asset Management CEO.Uh, SPAT has several ETFs focused on gold and silver. Uh John, what do you say. Uh is is it different now with gold.Is it going to double maybe again over the next 3 to 5 years. Yeah. ...

Vale is repurchasing its costly perpetual bonds, dating back to its 1990s privatization https://t.co/iqW9Ur0XBc ...

No matter how much someone hates stocks, bitcoin or gold right now, you have to be a masochist to put your hard earned money into bonds for the long term. ...

Market Overview & Strategy - The stock market's performance is not solely attributable to government policies, but significantly influenced by economic fundamentals [3][5] - The industry emphasizes engaging individuals in risk-taking, rather than focusing solely on education or specific strategies [9][10] - The speaker expresses nervousness about the stock market, finding no cheap sectors, commodities, or countries [30][31] - The speaker believes the volatility indexes are too cheap, suggesting fear is currently undervalued in the market [68] Retail Investor Impact - Retail investors are increasingly influential, driving changes in asset pricing and company valuation [13] - There's a massive demand for speculation and risk, but technology and content are needed to facilitate it [15] - Individual investors appreciate a probabilistic, quantitative, and mathematical approach more than a subjective, fundamental one [29] - Retail volume in derivatives has increased significantly, with options, futures, and options on futures now representing close to 80% of the market [16][17] Derivatives & Trading - A sophisticated derivatives model provides an expected move for every stock with underlying options, offering valuable information to investors [24][26] - The options marketplace determines the expected move of a stock, reflecting implied volatility set by high-frequency trading firms [28] - The speaker advocates for trading the yield curve to understand how the economy and bonds work [35] Crypto & Digital Assets - The speaker expresses concern that innovative crypto firms are being bought out, potentially leading to regulatory issues and consumer risks [55][56] - The speaker likes the listed futures and ETFs for digital assets, as they provide more optionality and tradability for retail investors [58][60] Event-Based Markets - Event-based markets are currently too expensive due to high fees, but are expected to improve with increased competition from larger exchanges [46][47][48]