while WE slept: USTs higher on light vol; DOTS darts <GO>; "No Landing = Stocks Beat Bonds"; ... and, "Time to worry again about rising interest rates? Stay tuned!" (a MONTHLY look at 10yy)
while WE slept: USTs higher on light vol; DOTS darts <GO>; "No Landing = Stocks Beat Bonds"; ... and, "Time to worry again about rising interest rates? Stay tuned!" (a MONTHLY look at 10yy)
Good morning … Welcome to the pre-Fed and DOTS darts <GO> edition and it is one which should ought to be EPIC, right? Today’s note is surely NOT. Debating DOTS <GO> and whether there’s one less cut dot making median now centered around higher for longer, is truly an exercise in futility. YET, plenty of what follows (below, Global Wall) are going to be … ‘thoughts on the dots’ — literally the title of a DB research note … could be summarized by
Was gonna mention that Bloomberg-SW piece yesterday but it popped soon after you Sent so figured you'd catch it; yup so interesting a take required me a reread!
I have a hard time accepting that 'Dot-Mania' is a reality today :(
MacroTourist is a funny bastard, I only enjoyed a few early COVID months before he went Paywall :(
MOAS-mother of all stimulus pre CARES-Act, may've been 1 of the most prescient calls in modern financial history. If only I had Been 1 with the Bubble :(
Was gonna mention that Bloomberg-SW piece yesterday but it popped soon after you Sent so figured you'd catch it; yup so interesting a take required me a reread!
I have a hard time accepting that 'Dot-Mania' is a reality today :(
MacroTourist is a funny bastard, I only enjoyed a few early COVID months before he went Paywall :(
MOAS-mother of all stimulus pre CARES-Act, may've been 1 of the most prescient calls in modern financial history. If only I had Been 1 with the Bubble :(