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

Hedgeye Podcasts

CHAPTER

The Fed's Cut in November

I think one of the most interesting things I saw going down today is that the cut that was priced on Fed fun. And it's more about, I think Keith has said this about seeing those cuts for the rest of the year starting to get priced out and you're just going to have this. So now they're saying, well, maybe a cut in December, the market, but the Fed is still saying, "Well, we're not cutting this year" Yeah, yeah, higher for longer, you know, it's.

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