6 Bullet Points Explain Why You Should Be Wary On Wednesday

6 Bullet Points Explain Why You Should Be Wary On Wednesday

On Monday in "These Charts Do Not Scream 'Ready For A Super Aggressive Fed'", we warned that a fairly rapid repricing higher of yields is being met with price action that suggests markets aren't prepared to digest an overly hawkish message. Commodities are in free fall, HY spreads are widening, IG is selling off now too, and the stock-bond return correlation is becoming less negative, triggering an unwind in risk parity. (Goldman) The takeaway: while a March hike might be seen as confirmato
Subscribe or log in to read the rest of this content.

Speak your mind

This site uses Akismet to reduce spam. Learn how your comment data is processed.