GayBearGary t1_iyfd3a0 wrote on November 30, 2022 at 11:47 PM Reply to comment by Aggressive_Bit_91 in Why equities went up despite a 50bp hike, it's not just because you bought puts [GS Research] by collarsandchains I was a little surprised by the moves today. He didn’t say anything not already known. Rates remain elevated and will continue to increase. QT is in full operation. Those two pieces alone make me cautious. Permalink Parent 8
GayBearGary t1_iyfd3a0 wrote
Reply to comment by Aggressive_Bit_91 in Why equities went up despite a 50bp hike, it's not just because you bought puts [GS Research] by collarsandchains
I was a little surprised by the moves today. He didn’t say anything not already known.
Rates remain elevated and will continue to increase. QT is in full operation. Those two pieces alone make me cautious.