Here are your two bonus videos on Intermarket Analysis!

Part One

0:03:04 – Sentiment analysis starting point: global macro analysis

0:09:32 – The bond market

0:12:50 – What is the maturity date?

0:14:04 – What is the coupon when referring to a bond?

0:18:56 – The relevance of the yield

0:24:28 – Bonds are not created equal: quality matters

0:31:22 – Why are interest rates so important for bonds?

0:36:22 – Using a bond calculator

0:40:38 – The role of inflation for bonds

0:47:10 – How to use the yield curve to measure the health of the economy?

1:05:00 – The cyclical nature of bond markets

1:09:50 – Bond spreads as leading indicators for policy divergence

1:18:30 – Why to keep inflation expectations on your radar

1:29:30 – Q & A

1:33:22 – Will the bond price drop after the coupon payment?

1:37:58 – Are the codes different for bond yields and spreads?

Part Two

0:00:00 – Q & A – continued

0:03:00 – Which is the more important, the primary or secondary bond market?

0:03:40 – Why should someone accept a less attractive price / yield in the primary auction?

0:08:05 – The equity market

0:14:50 – The NASDAQ

0:22:47 – The Dow Jones

0:28:31 – The FTSE100

0:33:38 – Equity market drivers

0:45:30 – Cyclical expectations: a deep dive

0:57:22 – How bonds and equities correlate

1:03:20 – The commodity market and its drivers

1:13:08 – Oil

1:21:53 – Copper

1:27:16 – Gold

1:32:32 – FX Markets

1:33:36 – The FX market’s sensitivity to risk

1:38:47 – Cyclicality in the FX space