Market Outlook for Sep 29, 2024

0:00 - 7:14 Introduction
7:15 - 34:16 Economic data, Oil Discussion
34:17 - 49:17 Nominal rates
49:18 - 51:57 Real yields
51:58 - 54:55 Mortgage rates and OAS
54:56 - 1:06:03 Dockworkers strike
1:06:04 - 1:16:17 China Stimulus
1:16:22 - 1:21:23 SPY and earnings calendar


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CFA/Applied Series subscriptions:
https://www.markmeldrum.com/subscript...

COMEX stocks:
https://www.cmegroup.com/clearing/ope...

Economic calendars
https://tradingeconomics.com/calendar
https://www.fxstreet.com/economic-cal...

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...

LINK TO S&P SPREADSHEET:
https://www.spglobal.com/spdji/en/doc...

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...