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Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

Hedgeye Podcasts

NOTE

The Causes and Consequences of an Inverted Yield Curve

Next year, we'll see the start of a recession caused by the inverted yield curve. The Fed uses it to control inflation, but it results in a slowdown in demand and negative pricing power. This leads to layoffs in order to maintain earnings. Jobless claims are on the rise, and we're reaching a tipping point. As predicted, the recession should take off in the middle of the year.

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