overnight; 60/40 back en vogue; KC Fed SAYS SELL to fight the 'flation; BULLard @ 830a
thebondbeat.substack.com
Good morning…Best I reckon, WWIII has not yet broken out but stock futures are nervous and this continues to spill over in to the bond markets. Bonds are buying the rumor and at some point one would expect them to be sold (again), after these FACTS are more settled. For now, think 60/40 and
overnight; 60/40 back en vogue; KC Fed SAYS SELL to fight the 'flation; BULLard @ 830a
overnight; 60/40 back en vogue; KC Fed SAYS…
overnight; 60/40 back en vogue; KC Fed SAYS SELL to fight the 'flation; BULLard @ 830a
Good morning…Best I reckon, WWIII has not yet broken out but stock futures are nervous and this continues to spill over in to the bond markets. Bonds are buying the rumor and at some point one would expect them to be sold (again), after these FACTS are more settled. For now, think 60/40 and