Episode 107: Are Bonds Warning of Trouble? With George Goncalves.

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Recorded20 Nov 2025

Publisheranchor.fm ↗

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Show notes

While NVIDIA earnings will likely steal the spotlight, investors are also keeping a worried eye on bonds. George Goncalves, Head of US Macro Strategy at MUFG, joins Maggie Lake to discuss market sentiment in the wake of the chip giant's earnings. Will Nvidia earnings set the tone for the equity market for the rest of this year and is the Fed done lowering rates for now? Follow George on X here: https://x.com/bondstrategistSupport us on Substack: https://themarkethouse.substack.com Connect with us on X: https://x.com/the_markethouse

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