Bonds - The Next Equity Risk Off?

The inflation dynamics. and bon yields, to me, was the tell that equities were very vulnerable. They were price and they were vulnerable to a risk off that was really sponsored by hiher banes. And so we're working our way through it. It's a really uncertain time. If you if the fet is looking a little bit backwards and it's feeling the heat from the politics of nine point one % realize c p i, and i get it. The feds wants to talk about cor pc e, but no one cares about corpc e. It's t food and energy is all that matters, right? For the us. That's nirvana"

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