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Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023

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How to Trade the Longest End of the Curve

Echo: Rates just keep going, keep making higher lows and really, you know, higher highs. And we had been sort of invested in that belly of the curve. EMB has actually kind of probably stands out to me as an exposure from a fixed income standpoint. That sets us dollar emerging markets bonds. We are long of EMX China. M is for Mike. I'm just going to go with Mary and then Bravo. It doesn't matter. Anyway, so the move, the move is doing its thing.

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