
MKT Call 8/29/22: Fresh Pain For Stocks After Jackson Hole, Treasury Yields Leap & Bitcoin Dips Back Below $20,000
RiskReversal Pod
00:00
The Fed's Got Your Back, Is It?
The Fed has no control over the back and on te to furthem as te bond vigilances. And so i think yields ave basically been topping, art topping. It would make sense that long dated money wouldn't actually be going higher. If tenure yields do go lower in this environment, it's not because magically, know, the fed's got your back. But guess what's going to happen? That two er yield is not going to have a commensurate move,. The yield curve is going to continue to widen out. Now, this environment, you might see people actually think they can buy technology onthe back of it. Yet maybe that's true with lower yields. Maybe
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