Jesse Felder – The Market Impacts Of The Fed’s Balance Sheet Unwind Is Not Just Focused On The Bond Market
Jesse Felder, Editor of The Felder Report joins us to discuss how the Fed’s continued unwind of its balance sheet is impacting markets. Most people are focused on the Fed rate hikes but just as impactful to markets is the unwind of the balance sheet.
We start with the impact on the bond market and related spike in interest rates. This carries over to the USD and if the dollar has put in a top. For the markets Jesse is watching the rollover in big tech and this upcoming earnings season. to wrap up we ask about the gold breakdown and how Jesse views the set up into year end.