The recent bids in bonds are recession bids from the big players FED swaps show more than 100 bps of easing priced in for 2024. Last week we said: “Wait until bad news is actually bad for stocks then you take action.
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Momentum in tech and a bid in bonds
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The recent bids in bonds are recession bids from the big players FED swaps show more than 100 bps of easing priced in for 2024. Last week we said: “Wait until bad news is actually bad for stocks then you take action.