In this video, I discuss how higher interest rates (particularly the 10-year Treasury Note rate) have begun to impact the stock market.
I discuss the reasons that the yield curve is steepening, and which stocks benefit from this (banking stocks), as well as which stocks are hurt by higher rates (speculative growth stocks).
The Fed seems to be trying to let some air out of the growth stock market bubble, while helping the banks make money from a steep yield curve.
Not investment advice! Consult a financial advisor.
Stock dividend discount model:
https://www.investopedia.com/terms/d/ddm.aspDaily Treasury yield curve rates:
https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yieldUS debt clock:
https://www.usdebtclock.org/US Treasury General Account (TGA):
https://fred.stlouisfed.org/series/WTREGENYellen plans to draw down TGA:
https://realmoney.thestreet.com/investing/stocks/yellen-drops-1-1-trillion-treasury-cash-pile-in-a-big-jolt-for-money-markets-15572650Federal surplus or deficit chart:
https://fred.stlouisfed.org/series/FYFSD2s-10s spread:
https://fred.stlouisfed.org/series/T10Y2Y5-year breakeven inflation rate:
https://fred.stlouisfed.org/series/T5YIE5-year Treasury rate:
https://fred.stlouisfed.org/series/DGS510-year breakeven inflation rate:
https://fred.stlouisfed.org/series/T10YIE10-year Treasury rate chart:
https://fred.stlouisfed.org/series/DGS10M2 money stock (discontinued):
https://fred.stlouisfed.org/series/M2"New and improved" M2 money stock:
https://fred.stlouisfed.org/series/M2SLCheck out my online trading courses:
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