Oil prices have been falling for 3 months, is crude close to bottoming? Maggie Lake sits down with Jared Dillian, author of The Daily Dirtnap to talk about whether the energy sector is a buy here. They also discuss the inflation outlook, the direction of US treasuries, and why stocks are a tough trade.

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00:00 - Intro
01:30 - Today's Market Action
03:30 - What's the Catalyst for Oil
05:30 - How Jared is Playing the Oil Trade.
05:50 - The Economic Fundamentals
08:20 - The Fed & Pricing Rate Cuts
12:25 - The Bond Market
16:50 - China
18:10 - Catching These Trends
21:00 - Copper
22:50 - Emerging Markets
25:00 - What Would Change Your Mind?
28:00 - Housing

#stockmarket #macro #economy #inflation #fed #marketanalysis #talkshow #bonds #ratecuts #gold #investing #assetallocation #uselection #election #china #oil #housing #ratecuts #jobs

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We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.