MRKT Call 1/3/2023: Same As It Ever Was
RiskReversal Pod
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The CME FedWatch Tool Tracks a 5% FEDfun Trade in Less Than Two Months.
The only thing that could be worse for stocks right now or high valuation stocks is if rates were screaming higher here. The CME FedWatch tool, again, this is kind of interesting when we think about what the expectations are for the FED1 meeting,. It's a very high likelihood of another 25 basis points. And then at the March meeting, it's a greater than 55% chance that we have a 5%.
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