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Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

Hedgeye Podcasts

CHAPTER

The Inverted Yield Curve and the Future of Lending

The Japanese 10 years all the way back up is up to spot 644 as a, as a right now. So they're letting it live. Very aggressive. How the hell can this end up going well? I don't mean just for autos, I mean-for everything. This is what everyone's missed: The nasty impacts of an inverted yield curve are delayed. And we've been in this now for over a year for this to have an impact.

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