Brayden Dennis
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Appearances Over Time
Podcast Appearances
And who's sending them is the other question.
Yeah, I mean, it's hard to say with the amount of spending that's happening on the AI front.
I think that is, you know, it's just so massive.
I don't know if it'll like when you look at the economy as a whole, right?
Like if they can't pull everything up.
But for the Iran war, it's funny.
Like I hadn't seen that re-escalation like as crazy and like,
Yeah, it was only a couple of hours ago.
Yeah, exactly.
Like I was kind of just catching up and just doing some notes here for a live show.
And literally within, yeah, like the last hour things changed.
And essentially, like we'll have to see whether the talks resume or not.
But clearly the market saw it as a positive.
The two year bond yield, this one was interesting because this one is following a bit more what market expectations are on short term rates.
So a lot of, you know, experts will say, look,
Look at the two-year U.S.
bond yield.
You'll know what the Fed's fund rate will be, and it's close to 4.2, I think.
Right now, the longer yield, the 10, 30 years, that kind of stabilized a little bit, calmed down following the announcement.
So we'll have to see whether it starts going back up.