Are We on the Fast Track for a Santa Claus Rally?

Bond yields have risen this week, which obviously impacts the technology stocks very often. I just think we are in a place where there's technical issues around bond markets that are going to keep yields higher than people expect. Some of this is going to also make the Fed's job more difficult. Nothing really changes as we get into next year. We have a Fed that's higher for longer and still has to be very aggressive.