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On this episode of “On The Tape,” Guy & Danny discuss rising interest rates (3:00), gold/bitcoin (14:30), oil demand destruction (17:00), Only an Equities Crash Can Rescue the Bond Market, Barclays Says (19:00), strikes (21:00), consumer stocks (22:00), Danny rips off the tape on the Consumer Financial Protection Bureau (CFPB) (25:00), Genius Sports (27:30), and NFL picks of the week (29:30). Later, Dan & Guy are joined by Jurrien Timmer, Director of Global Macro at Fidelity to talk about the stock market in limbo (35:30), what it will take for the market rally to broaden out (39:00), the yield curve (47:30), rate-sensitive sectors in the market (51:00), the consumer (54:30), and U.S. dollar strength (57:30).
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