CNBC's "Fast Money" cover image

Markets drop from records as consumer stocks weigh

CNBC's "Fast Money"

00:00

The Fed in a Box?

The fed is trying to ntize a deficit. They can't really raise rates, but i'm worried about it as a market participant. A treasury supply has been very low this year relative to the size of the deficit. What does congress do when it comes back next month? That really is going to dictate, to my mind, runch a straights go and, by default, equities.

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