The AI 5 versus the S&P 495
The Macro Trading Floor
The Divergence in Real Interest Rate Trends
Sally Kohn: I'm frankly caught by surprise by the market movement in short term dollar rates. commodities are now down here to date 30%. And it's basically across the board, you can look at industrial metals,. energy, agricultural commodities wherever you look there is no sign of inflation yet. Fed funds are being re-priced dire, which means we are effectively saying that the consumers are very strong and that spending will remain strong," she says. "And therefore the Fed needs to be tighter"
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