
Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
Hedgeye Podcasts
The Negative Pricing That We're Beginning to Face
I think that we're on the beginning of a pricing cascade moving down. I thought it would happen around mid year because, as you know, the unit growth for many, many things is negative. And this is helped by, you know, high interest rates. If you have an inverted yield curve, and banks have less incentive to lend at a low rate or no incentives are landed or low rate. The debt growth is the fuel to the US GDP and was making up for right now as the government.
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