(USTs higher / steeper on ~150% avg volumes, post China 'flation)while WE slept; credit access 'worst ever'; 60/40 is BACK, baby! (tell S&P short base?)
(USTs higher / steeper on ~150% avg volumes, post China 'flation)while WE slept; credit access 'worst ever'; 60/40 is BACK, baby! (tell S&P short base?)
Good morning … We’ll start with NFIB out short while ago and move TO Chinese disinflation (eventually) … hey, it’s what I do when I’m killin’ time waiting for Lacy Hunt’s Q2 letter to arrive, what do YOU do!!?? First from DUNK at NFIB “Small business owners are cynical about future economic conditions,” said
You could do worse than reading https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf and then developing a list of key search phrases, for example, "banks with high net loan growth" while-U-wait.