o/n; mtg apps DROP; BLK likes DM stocks; H&S; widening; financial conditions; sanctions? RUSSIAN FCI 450bps tighter; and a (Stratfor)map of Ukraine
thebondbeat.substack.com
Good morning. Before I begin, I’d like to copy / paste something from Alfs MacroCompass because it’s relevant today on two fronts. Yesterday he said Actually, before we jump right in. If you are struggling to keep up with all the good macro newsletters out there, I get you.
o/n; mtg apps DROP; BLK likes DM stocks; H&S; widening; financial conditions; sanctions? RUSSIAN FCI 450bps tighter; and a (Stratfor)map of Ukraine
o/n; mtg apps DROP; BLK likes DM stocks; H&S…
o/n; mtg apps DROP; BLK likes DM stocks; H&S; widening; financial conditions; sanctions? RUSSIAN FCI 450bps tighter; and a (Stratfor)map of Ukraine
Good morning. Before I begin, I’d like to copy / paste something from Alfs MacroCompass because it’s relevant today on two fronts. Yesterday he said Actually, before we jump right in. If you are struggling to keep up with all the good macro newsletters out there, I get you.