MRKT Call 12/20/2022: The BOJ Joins the Party
RiskReversal Pod
00:00
What's Going to Happen to the Stocks?
Pepsi, General Mills and other companies that have been able to pass on inflation are vulnerable if they can no longer do so. The NASDAQ 100 feels like it's about to take a shit as rates move back towards 4% in the next 10 years says John MacIntosh. If you tell me that rates are about to move and be back here, 4%, then I'm telling you that all of those major tech names that we've been talking about all year long, they got another leg lower," he said.
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