MKT Call 10/4/22: Stock Market Rally Gains Steam
RiskReversal Pod
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Trading Crude Oil Futures - How to Set a Buy Stop Into Strength
The last time the stock market really got killed prior to the pandemic was when the Fed was raising rates. I think you're seeing history repeat itself again, and everything suggests that the dollar goes higher. To your point about multinationals guiding on the back of currencies, even this recent selloff is probably lower than it was the last time Microsoft guided 10 to 12%. So I still think the dollars in an uptrend, I am still one of these people to think the Fed has a problem on their hands.
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