Improvements in data to start the year are challenging the notion that the Fed will cut rates in 2023, says Kevin Gordon. He and Collin Martin discuss why investors should consider treasury yields, as well as tracking volatility in markets. Kevin notes that volatility associated with a market adjustment will not look like it did last year. Collin says that investors should take advantage of the rise in treasury yields. He mentions that tips shouldn't be considered "hedges" since short-term performance can be disappointing. They then go over if the Fed will cut rates this year. They then mention how earnings are impacting markets. Tune in to find out more about the stock market today.
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