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Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

Company

About
Privacy
Terms
Support

Contact

support@barbellinsights.com

Barbell Insights is research software, not investment advice.

Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews – Forward Guidance

Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews

Date: 1/8/2025Podcast: Forward GuidanceForward Guidance↗

Mentioned

Federal Reserve $EUR Bank of England Bank of Japan $BTC

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$BA

CME Group

Market views

Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.

Bullish

EUR— Jonny believes the euro has declined too much and sees potential for upside, indicating a bullish stance on the currency.

Bearish

US10Y— Jonny maintains a short position on 10-year treasury futures, expressing a bearish view on US Treasuries due to persistent inflation and expectations of higher interest rates.
SPX— Jonny expresses skepticism about continued strong S&P 500 returns, suggesting a bearish outlook on the index.
DXY— Jonny agrees with the view that the US Dollar Index has likely peaked, indicating a bearish outlook on the dollar.

Not investment advice.