Market Outlook June 26 - Mining Trades plus Fed Balance Sheet - Video

0:00 - 9:20 Par and real yields
9:21 - 24:30 Housing
24:31 - 33:15 Household debt
33:16 - 34:07 IG and HY spreads
34:08 - 49:44 Fed Balance Sheet
49:45 - 1:11:07 Three mining trades
1:11:08 - 1:16:04 SPY and selling calls
1:16:15 - 1:25:04 Car Stuff
1:25:05 - 1:31:11 Economic calandar

https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value=2022

https://www.mortgagenewsdaily.com/

https://www.dailyfx.com/economic-calendar#next-seven-days

https://www.census.gov/construction/nrs/pdf/newressales.pdf

https://www.cmegroup.com/markets/interest-rates/stirs/30-day-federal-fund.quotes.html

https://www.newyorkfed.org/medialibrary/interactives/householdcredit/data/pdf/HHDC_2022Q1

https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm

https://www.newyorkfed.org/markets/soma-holdings

https://www.ishares.com/us/products/239655/ishares-msci-global-metals-mining-producers-etf

https://www.redfin.com/news/price-drops-increase-may-2022/