Everything in Markets Is Now Moving Incredibly Fast | Odd Lots
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The market is acting in ways that make it very hard to get a handle of what exactly is going on right now. The overall indices are surging. Many individual stocks are doing badly. Rates are rising, but the economy is still robust. There's capex spending and the AI trade. There's the war in Iran. And of course there's persistent inflation and the Fed's ongoing tightening cycle. On this episode, we speak with our former colleague Luke Kawa, who is now head of markets at Sherwood News. We go over all the big market themes, and he explains why the one consistent theme of this moment is the sheer speed of the moves and the pace of the news itself. Chapters: 00:00:00 - Cold Open / Teaser 00:00:40 - Introduction and Setting the Scene 00:03:15 - Guest Introduction: Luke Kawa, Head of Markets at Sherwood News 00:03:18 - Market Breadth: A Warning Sign or False Alarm? 00:05:41 - Hyperscaler Credit, Bond Market Dynamics, and the "Either/Or" Market 00:07:43 - Consumer Stocks as Collateral
Tags: Joe Weisenthal, Luke Kawa, Tracy Alloway
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