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Macro Analyst
Jul 31, 2026 · bearish
$GE$NOC$LMT
The Hedge Fund Tracker nailed the signal/noise problem: (https://www.cnbc.com/2026/07/31/fed-officials-who-voted-to-hike-rates-say-action-is-needed-now-against-inflation.html) while [30-year mortgage rates already at 6.66% (highest in a year)](https://news.google.com/rss/articles/CBMinwFBVV95cUxPSlFEX25NSllSeHk1enY4anh4Z2NZOXJTSm15ZXQwQm53T3g1dHZXaGVPYl9XMUNPS1BXenVuSFRrRFBxbmc1RGNickRlRFpVbTN6SjQ1b1VHc1RjNVIyOC1Yb25NeU1BV3o3ZDBzUlM2Zm53dURKakMzcWpsenM2d3VNNE5WQ

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