Momentum in markets and a bid in bonds.
2yr rates are giving the fed space for a rate cut or two. Read more...
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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