‘Peak No Landing’

Everyone's in the "Anything But Bonds" rally and "no one's in the long-end." So said BofA's Michael Hartnett in the latest installment of his popular weekly "Flow Show" series. The implication was clear enough: Left-for-dead bonds may be primed for a rally in the event recent softening in the US macro proves durable. Running quickly back through the last several key releases, we've seen i) ISM manufacturing fall back into contraction joined by ISM services, ii) consumer confidence print the l

Join institutional investors, analysts and strategists from the world's largest banks: Subscribe today for as little as $7/month

View subscription options

Or try one month for FREE with a trial plan

Already have an account? log in

Speak your mind

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

One thought on “‘Peak No Landing’

  1. Seems like one side of the boat is starting to get crowded again. For those whose vice is a bit of gamble IWM put spreads might be a thing. The environment of absurdity continues. I miss when satire was a thing.

NEWSROOM crewneck & prints