Taking Stock of Inflation Concerns
MRKT Matrix
00:00
What Are You Paying for Earnings Growth?
As important as the Fed is, we're now in the next portion of this market. And what are you paying for said earnings? I think that's what the market is trying to come to grips with. The big thing here is yields. But if you look at the 10-year, it's holding that kind of up. If we have a soft inflation reading on Thursday morning and that's just not a great setup.
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