Good morning … We’re beginning the week with some news outta China which seems to be summarily dismissed …. Reuters: China's Country Garden seeks to delay onshore bond repayment, fanning market fears … And this news would have, in years past, given markets a jolt overnight. Typically stocks would be down and bonds would be BID but this is NOT the case and so … nothing to see here, folks … simply move along and stick WITH the soft / NO landing calls combined with “RATE CUTS” — more from Goldilocks on this just below ??!!
David Hay (of Haymaker NL fame) has some real interesting thoughts on the usual Go Long Bonds playbook pre-recession. Basically amounts to-Not Necessarily This Time!
David Hay (of Haymaker NL fame) has some real interesting thoughts on the usual Go Long Bonds playbook pre-recession. Basically amounts to-Not Necessarily This Time!
the video with Rosie?
Actually Jason Burrack-Wall St for Main St. They really get into energy too. Thanks I'll check out Hay with Rosie!