https://vimeo.com/671295377

With 10y + Crude Oil now at pre-pandemic highs, you'd guess investors would be more optimistic in the new year, but no. The growth to value narrative is busted and all eyes are on the Fed to tame 7% inflation - without setting off the recessionary tripwires.

  • Is the Fed action priced in, or will it trigger a further sell off?
  • Has inflation peaked?
  • Why are banks tanking as rates rise?

Join us as we narrow the unusually wide range of outcomes for potential Fed action, and assess whether the NASDAQ’s pain ends at 10%, in the next HiddenLevers War Room.