Did Summers Trigger The Rally, or Was It Just About The Money? Radio Free Wall Street

In this regular Radio Free Wall Street podcast for subscribers, Ilene of Market Shadows interviews Lee Adler about the correlations between the ECB balance sheet and Treasuries, the Fed and BoJ’s balance sheets and US stocks, and what the Summers pullout means for the markets. We refer to this chart. Lee discusses where the bond market may be headed and the benchmarks to watch.

Fed, ECB, BoJ Balance Sheets And The Markets Click - to enlarge

Fed, ECB, BoJ Balance Sheets And The Markets Click – to enlarge

This is a subscriber only podcast, subscribers may click here to listen.

If you are not a subscriber, click here to listen to the August 19 podcast  – Crash Omens Everywhere.

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