@amitisinvesting Bad economy = higher bond yields = higher rates
FED can lower rates 25 pt but bond yields could stay over 5% anyway…
People don‘t understand
@podcastCWA@AndreasSteno Fed rate hikes doesn‘t influence bond yields that influence rates. Risk premium in rates get higher when the us economy is bad… because that causes higher bond yields!
@studentofcycles Zinserhöhungen haben wenig mit Anleihenrenditen zu tun, die am Ende bei Unternehmen und Privatleuten in Form von Kreditzinsen durchschlagen
AI is the next dotcom
people buying 4x leverage stocks of companies that write down losses every earnings and financial releases. Those lean money on yields over 5%. So they habe to compense losses, millions and billions of rates.
$KEEL $NBIS $NVDA $MSFT $GOOGL $META $AMZN