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Two Traders Go Head to Head on Whether Tech Can Survive Higher Rates
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ticker lesson
Breakdown
0:00Bonds· ticker
Bonds pop, gold pops, silver pops, dollar gets knock back
- Bonds pop
- Gold pops
- Silver pops
- Dollar gets knock back
2:35Crude Oil· ticker
Crude oil bottoms after market fades
- Market fades
- Crude oil bottoms
- Oil ignores jobs data
4:22Bitcoin· ticker
Bitcoin comes back in after market reaction
- Bitcoin comes back in
- Dollar finds legs
- Euro reaction
6:50Russell· ticker
Russell ignores tech, more damaged by rising yields
- Russell ignores tech
- More damaged by rising yields
- S&P and NASDAQ less affected
8:52lesson
Market reaction to Fed policy expectations
- Market prices in fewer hikes
- Fed policy expectations unchanged
- Growth story over rate hike
8:53Jobs data· ticker
Weak jobs data doesn't change market sentiment
- Weak US economic data
- Market prices in fewer hikes
- Fed already signaled
8:54Jobs data· ticker
Jobs data overstated, weak for stocks
- Jobs data overstated by 60K
- Consumer confidence at 2014 low
- PCE weaker than expected
8:55lesson
Tech vs. broader market dynamics
- Tech is everything
- AI sustainability with higher rates
- Consumer focus vs. tech
8:56Consumer· ticker
Consumer retrenching impacts tech growth
- Consumer retrenching
- Tech boom cannot sustain
- Consumer is 68% of economy
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