sellside observations for (12/05th) the week ahead, USTs to make a comeback in 2023 (DB and Rich Bernstein) ... and cute puppy picture
thebondbeat.substack.com
Good afternoon. Catching up and missed all the fireworks yesterday, it would appear… Stocks, Bonds, Crypto, & Commodities Soar As 'Dovish' Powell Trumps 'Hawkish' Payrolls … Interesting enough as it may have been to get caught up in the heat of whatever your action may have been, looking at how, say 10yy settled on the day, just beneath 3.50% … with momentum staying extremely overbought,
Nice work thx!