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

Hedgeye Podcasts

CHAPTER

The Long-Term Yield Disruption of the BOJ

I think because of the activity of what's going on with the BOJ, we're probably going to see a steepener occur where the two year yield down and the long end up. And that's really going to be from, that'll be a very, very, very painful disruption, by the way. So I'm going to come back to that, Mikey. But I have a question for you. Do you have any, any thoughts or kind of expectations in regards to a bull or bear a sneaker, steeper into year end?

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