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July 7, 2024
Yesterday, but again we were talking about Massive Gains not just through the month of july but year to date as well well continue to keep an eye on this if youre watching treasury yields, this is where you would anticipate seeing moves if there were a downgrade if people were afraid of rushing into this. But it turns out u. S. Treasuries are still a safe haven and why the yields are still a bit lower. The 2year note trading at 4. 86 . Of course, all that related to what were seeing. Talk about ...
June 24, 2024
James gorman at Morgan Stanley said it was going to be about leadership tonight. Not so much what is the fed going to do at the meeting . What can we learn from these fed chairman about their policies and how they shaped u. S. Economic policy, but their thinking and how they built and consensus with other members of the fed . Chris that will be interesting. Volcker ran into some issues with the committee at one time where some of the people were voting against him. It is extraordinarily difficul...