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GMG Research

Momentum in markets and a bid in bonds.

2yr rates are giving the fed space for a rate cut or two. Read more...

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GMG Research
Aug 26, 2024
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S&P 500: Breadth continues to expand. Equal weight S&P at fresh highs

Forex: EURUSD looks bullish to 1.14

Yields: 2yr rates are giving the fed space for a rate cut or two

Homebuilders: DR Horton and Lennar have been incredible

Bitcoin: Continues to be resilient

China: Tencent and Alibaba are doing extremely well since we wrote about them

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