Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
Hedgeye Podcasts
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The CRE Mess and the Japanese Income Control Policy Change
The B O J said, "We can't take this anymore. We have inflation and we have to get rid of it" So they're hiking their 10 year from 550 bibs to a hundred. That should promote lower interest rates on long end. But monetary could be a possible, but only very minor.
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