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MRKT Call: An Unbothered S&P 500

RiskReversal Pod

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Is There a Reversion to the Meme Right to a Change in Regime?

We are in a different regime right now guys as it relates to the markets here and again this comes back to yields we'll just hit this really quickly you see that we're at I think we're as high as 395 earlier today in the 10 years so let's see what happens at 4%. The Fed is navigating this extraordinarily well the market has not had any hiccups other than the sell-off we saw obviously late last year but with all that saidLimited damage so far and I think people are taking solace in that with each passing day though I think inflation is a lot stickier than people realize.

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