Agreed, I think If rates continue to come in a bit, May see that broader participation similar to what we saw in late summer before the indices marked their tops
Agreed, I think If rates continue to come in a bit, May see that broader participation similar to what we saw in late summer before the indices marked their tops
Hmm yeah great point. Like in my mind we are in this period where we are done with the bear steepener but not at the bull steepener yet. So in between then, that ossification is going to be difficult to trade directionally and likely better to fade extremes in stuff. Like if gold gets a bit to low or equities get a bit to high.
Agreed, I think If rates continue to come in a bit, May see that broader participation similar to what we saw in late summer before the indices marked their tops
Hmm yeah great point. Like in my mind we are in this period where we are done with the bear steepener but not at the bull steepener yet. So in between then, that ossification is going to be difficult to trade directionally and likely better to fade extremes in stuff. Like if gold gets a bit to low or equities get a bit to high.
Agreed