sellside week ahead - November 28th (with even MORE 2023 darts thrown)
thebondbeat.substack.com
Good morning / afternoon / evening June rate PEAKS coming (back) into focus as RESISTANCE as PBoC continues to CUT (RRR) and the Fed minutes put some wind in the sails of the S.S. Pivot (although slower pace of HIKES are still HIKES but who am I to offer common sense and logic).
sellside week ahead - November 28th (with even MORE 2023 darts thrown)
sellside week ahead - November 28th (with…
sellside week ahead - November 28th (with even MORE 2023 darts thrown)
Good morning / afternoon / evening June rate PEAKS coming (back) into focus as RESISTANCE as PBoC continues to CUT (RRR) and the Fed minutes put some wind in the sails of the S.S. Pivot (although slower pace of HIKES are still HIKES but who am I to offer common sense and logic).