Gasoline accounted for more than half of September’s monthly rise in consumer prices. Kevin Mahn of Hennion & Walsh argues that makes a rate hike the wrong tool: a quarter point does nothing to the price of a barrel, and if the Fed raises into an energy shock it may end up pulling a 2027 rate cut forward instead. Amy Wu Silverman of RBC explains why the rates volatility market is far more nervous than equity volatility, and why that gap tends to bleed across. Then the panel on why so many AI IPOs keep getting pulled, and what the record issuance wave is really raising cash for.
Featuring
Kevin Mahn, Chief Investment Officer, Hennion & Walsh
Amy Wu Silverman, Head of Derivatives Strategy, RBC Capital Markets
Jen Saarbach, Co-host, Market Hang, and Co-founder, The Wall Street Skinny
Kristen Kelly, Co-host, Market Hang, and Co-founder, The Wall Street Skinny
Watch the full episode: https://youtu.be/PLACEHOLDER-REPLACE-BEFORE-POSTING
Timestamps
0:00 Financial conditions are already tightening
0:38 Should CoreWeave be in the Fed’s calculus?
1:00 When the inflation is energy, not food
1:14 What does a quarter point do to the price of oil?
1:27 Hiking now could pull a 2027 cut forward
1:49 What the rates volatility market is saying
2:04 The bond equity hedge that broke after 2020
3:02 Rates vol is nervous and equity vol is not
3:46 Why that tends to bleed across
3:57 Negative convexity, and why leverage hates a rate rise
4:22 Is this IPO fatigue, or are these bad companies?
4:46 Private money coming off the sidelines
5:45 An unspoken seasonal rule from a real estate career
6:05 Nobody lists a house between Halloween and New Year
6:39 What the record IPO wave is actually raising cash for
#Inflation #FederalReserve #OilPrices #MarketHang #YahooFinance
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