EZ 'flation'; while we slept; QT and rates impact; equity risk pulse; CapX plans; groundhog's day -- the bad news; BoJo the clown
thebondbeat.substack.com
Good morning and happy Groundhogs Day (unless you are Mrs. Milltown Mel). I certainly HOPE she’s got GOOG shares in the estate account as it would seem those shares are single handedly lifting all equities (TECH clearly moreso than others) and yields, well, are giving them a 1-handed clap. Meanwhile, in RATES,
EZ 'flation'; while we slept; QT and rates impact; equity risk pulse; CapX plans; groundhog's day -- the bad news; BoJo the clown
EZ 'flation'; while we slept; QT and rates…
EZ 'flation'; while we slept; QT and rates impact; equity risk pulse; CapX plans; groundhog's day -- the bad news; BoJo the clown
Good morning and happy Groundhogs Day (unless you are Mrs. Milltown Mel). I certainly HOPE she’s got GOOG shares in the estate account as it would seem those shares are single handedly lifting all equities (TECH clearly moreso than others) and yields, well, are giving them a 1-handed clap. Meanwhile, in RATES,