
Weekly Update: Rising Yen, China Real Estate, and Investing in Nuclear
The Jacob Shapiro Podcast
00:00
Markets Are Rallying Still
The debate going on right now is whether people are being too a sanguine about how hawkish the fete is going to be. The big thing that's going on mor thematically across the world is, you know, and we wrote about this in our internal notes,. There's sort of a little bit of a mixed message happening. And a bit of a battle going on. So while you have that dynamic going on in the us which i just spoke about, so bonds are rallying, bon yields are going down. I mean, a, stocks are loving it. Stocks are rallying. A, with some modest exceptions, like the service a a sectora index came out yesterday
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