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GMG Research
The Everything Rally. Where is inflation?

The Everything Rally. Where is inflation?

What to watch this week: Corporate spreads widening, Dollar, VIX, Ethereum. If the market continues to rally, QQQ and large cap over everything else equity. Inflation is supply driven.

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GMG Research
Nov 22, 2021
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GMG Research
GMG Research
The Everything Rally. Where is inflation?
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Key Highlights:

  • What to watch this week: Corporate spreads widening, Dollar, VIX, Ethereum

  • If the market continues to rally, QQQ and large cap over everything else equity

  • Ethereum CME micro futures will release Dec 6, prepare for a TON of inflows

  • Index providers proposed moving Mastercard, PayPal, and Visa out of the tech sector and into financials here… X…

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