*We already see monetary tools tightening in the US.
*Consumer and financial stocks perform worse deeper into the economic cycle as rates rise.
*Expect market interest rates rising led by inflation and Fed monetary tools.
*Late cycle groups to underperform our bearish market call.
Chaim Siegel has been working with hedge funds and mutual funds as an analyst and PM his entire career. Chaim specializes in earnings and predicts, analyzes and reacts to earnings and earnings events as well as developing current company stories with a hedge fund perspective. If you want his analysis real time sign up to the right for real time email alerts. #in, $spy, $qqq, $iwm, $vxx, $ycs, $fxe, $EUO, $YCS, ^GSPC, INDEXSP:.INX, #elazaradvisorsllc, CME Globex: ES
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