Market Disconnect Explained
The current market shows an unusual disconnect between the VIX and the move index, with volatility primarily concentrated in the rates market rather than equities. Despite uncertainty surrounding the Fed's future actions, the stock market remains resilient, bolstered by fiscal spending. This situation highlights a rare period of divergence, suggesting that while rates remain unpredictable, stocks are likely to stabilize.In this clip
From this podcast
Odd Lots
Harley Bassman on Trump, the Fed, and the Bond Market
Related Questions
What causes market volatility?
Why haven't stocks gone down after the episode Ozempic’s Market Impacts and Surging Bond Yields — with Downtown Josh Brown | Prof G Markets and the clip Market Dynamics Explained?
Why haven't stocks gone down after the episode Prof G Markets: Ozempic’s Market Impacts and Surging Bond Yields — with Downtown Josh Brown and the clip Market Dynamics Explained?