The Negative Effects of Higher Rates on the Banks

The S&P 500 is up 15% on the year. Will we have some sort of inflection point at Jackson Hole as these Fed Chairs are known to do? People got out of sold some tech, although a lot of people are still buying it and they went to the industrials. I feel like there is all the ingredients are in place for a big move. Maybe it's a melt up. You don't even mean? No. But if there's anything that happens that is both negative and unexpected everyone heads for the door.

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