
MKT Call 7/5/22: Stocks Sink, ARKK Outperforms and Crude Crash Could Signal Lower Gas Prices
RiskReversal Pod
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How Do You Think About a Yel Curve Inversion?
Yields are likely to meet around two point six, a check back to the hundred and 50 day, ok? And danny, what would that mean to you lie, where would we be? You know, that whole notion that lower yieldss is better for stocks here, and given all the cross currents a we've just talked about, you can throw that um out the window. We're in uncharted territory for how do you play with the speed the fed plans to unwind their bouncy? The mortgage back securities have a massive impact on treasuries,. Because the two categories trade off wit each other.
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