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What's the bond market trying to tell us?

Hi, everyone. Welcome to the Real Vision Daily Briefing.

We brought in some extra firepower today to help make sense of what is going on in these markets.

Joining me today, my colleague, James Helewell,

and Komal Sri Kumar, president of Sri Kumar Global Strategies. Welcome to both of you.

Thank you. Good to be back, Maggie.

I'm glad you always pledged to be in your company.

Thanks, James. This is the first time we've roped you into the 4 p.m.

And we appreciate it because you're sitting in London.

So I know it's late, but we really thought it was necessary to sort of break down what's going on

because we know we're in a pretty complex macro environment anyway.

But we saw a lot of late-day moves in the US market.

And in fact, we got a question. I'm going to start with a question right out of the gate

from no one knows thyself.

What spooked the market around 2.45 p.m. eastern time?

...