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'Tis the Season to Shop & Be Merry Despite Inflation

Real Vision: Finance & Investing

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Commodity Rout of the Equity or Interest Free?

Dixie, d x y looks like closing out the day here around 95, spot 94, just shy of the 90 sixth level. Home builders break out to a new all time high as we speak in op two %,. Likely due fact that 30 year rates are pinned to a pretty low pin below two%. So as long as the equity market can live with this balance of yields going higher, interpreting more inflation, the dollar rallying, and not derailing the commodity complex, i mean, we've got a pretty sharp inflection here in the inflation trade.

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