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Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023

Hedgeye Podcasts

CHAPTER

The Ten Year Moving Back to Neutral From Bearish

It's all these pieces are kind of, if you look beyond beyond just the scope of kind of like tech and US equities here. You're getting, you know, Europe is starting to certainly other than the DAX,you know, price. And they're economic data and really, I think for a time there, they're probably buoyed by the Chinese, Chinese quad one. But China is certainly rolling over and looks like they're going to get another quad for the board.

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