Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
Hedgeye Podcasts
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The 10 Day Moving Average and the Yield Curve
The fiscal policy has the foot to the floor at a moment of full employment. This is setting us up for some of the most unbelievably awful comps, he says. Or it's going to set us up for much higher yields. It's going to be one or the other. And I don't know which way it'sGoing to go yet, but I'm certain it's going To be painful no matter what happens.
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