while WE slept: USTs higher, led by GILTS on above avg volumes; "Worst of Both Worlds: Are the Risks of Stagflation Elevated?"; "What Went Wrong With US Inflation"; and ... cloud seeding?
while WE slept: USTs trackin' Gilts, Bunds lower on avg volumes o/n; "...Rates Matter Again for Equities" -MS (who's also updated 2024 econ outlook...)
while WE slept: USTs higher, belly BID (middle east tensions flare) on strong volumes; Williams still sees them as 'bumps' (and so, SSGAs 50bps rate cut comin'?); demark 13 s/t exhaustion (10yy)