Stocks Rebound From Lows After Fed Hike, and Meta Soars on Earnings 2/1/23
CNBC's "Fast Money"
00:00
All Equity Sees Lower Yields Equals Higher Risk
The market is pricing in cuts for later this year, the bond market. That's not good for risk. And again, financial conditions aren't tighter. They're actually looser than they've been. The phenomenon is where all the bears are going to say, look, it comes back to earnings. It comes back to multiples. We don't have them here,. But from a peak dollar, peak rates, peak inflation, peak fed, this gives the market everything it needs.
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