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Which stocks do well when interest rates are rising? Not the ones in the Nasdaq

00:01 - 10/01/22

Winning bets during inflation? It has been stocks, commodities, and bitcoin all the way since March 2020. It was stocks and commodities in the 1965-80 inflation era, and just stocks during the WWII financial repression era

New highs all over. the stocks that tend to do well when that happens are outperforming the ones that tend not to

The FT on the latest fx intervention numbers out of Turkey: Some $7 billion in official central bank intervention in December, with private sector estimates of $11-15 billion in total spending burden on net international reserves to support the currency

A theme of early 2022 seems to be borrowers locking in low funding costs before interest rates rise. Top-rated US corporations are selling debt at an elevated clip, creating a technical pressure on Treasury yields. High-grade yields are about the highest since May 2020