BLOOMBERG Bloomberg Real Yield July 14, 2024
We dont see recession coming right away. Maybe august was that peak here. Chomped a lot of wood in august, sentiment horrible. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If you want the bull market to die, show me the recession. Until you can produce it, you have got to take the over. No recession, Central Banks in play, markets outside, going into the fall, trade deal,...
Source: archive.org