MRKT Call: Microsoft & Alphabet Report Earnings After the Bell
RiskReversal Pod
00:00
The VIX Has Found a Home on the Downside
The CME Fed Fund tracker is pricing in near certainty that they're going to raise 25 basis points. The real question comes down to what is their outlook for rates? Are they going to stay higher for longer? What do we start pricing as far as cuts in the, you know, some point in 2024 thoughts and rates here? We're really focused on this kind of 100% inversion in the 210 spread or so.
Play episode from 24:40
Transcript
