
Markets Sell Off: How to Trade the Big Tech Pullback
CNBC's "Fast Money"
00:00
Is That Going to Be the Trend?
In the c one of this year, when rates were rising, i think the expectation, very simply, was that the pandemic would be in our rear view mirror. Now we're looking like three %. That seems to be a little bit of a problem when you have rising rates now and the valuations that we do. I am not sure a rotation into financials, because net interest margins are going to be higheror energy, because we have some supply demand dynamics that seem to be off putting here is going to keep this market afloat.
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