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.
Momentum in tech and a bid in bonds
Momentum in tech and a bid in bonds
Momentum in tech and a bid in bonds
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.