Welcome to the Weekend Edition of The KE Report. On this Weekend’s Show we focus on the recent spike in yields (selloff of bonds) and the energy sector. In this vastly different environment of higher yields, and potentially going higher, this impacts a wide range of sectors.
We bring on a couple analysts to discuss why yields are rising and to provide an update on why the oil and gas sector continues to be range bound. Be sure to go back through the week and listen to the Daily Editorials and Company Updates.
We hope you all enjoy the show! Please keep in touch through email by emailing us at Fleck@kereport.com and Shad@kereport.com.
- Segment 1 and 2 – Jesse Felder, Founder and Editor of The Felder Report kicks off the show with an in-depth discussion on the bond market selloff. We ask how much the debt ceiling and Fed expectations play into the recent spike in yields. We also look ahead to get Jesse’s thoughts on if a recession is coming and when.
- Segment 3 and 4 – We shift our focus to the energy markets with Josef Schachter, Founder and Editor of The Schachter Energy Report. Starting with the macro backdrop for oil and natural gas Josef shares the data he thinks matters for investors. We then look at the stocks driving down to the juniors and if they are a good buy.