The Week Ahead 2/4/24

No rate cuts, for now...

Hello all,

Some decent volatility and whipsaw action in macro land between bonds and FX with the indices coming off a strong week besides the dog left in the dumps, small-caps. Most of the rate sensitive names / beta have been undergoing a correction for a few weeks now which coincided with the 10Y bottom back at the end of the December… since, we have c…