Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
RiskReversal Pod
00:00
What's Going to Happen to 10 Year Yields?
I think in terms of Walmart and Target specifically, I think they were just an operational thing from both of those retailers. But with that said, just operationally, they couldn't have done much worse. So it's not an indictment on the consumer yet, but I do think that's coming. And to your point, when you see 30 year mortgage rates get doubled in the course of a month, month and a half, there's nothing normal about that.
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Transcript
