Eliant’s Exploits

Eliant’s Exploits

Share this post

Eliant’s Exploits
Eliant’s Exploits
The Week Ahead 2/4/24
Copy link
Facebook
Email
Notes
More

The Week Ahead 2/4/24

No rate cuts, for now...

Eliant's avatar
Eliant
Feb 04, 2024
∙ Paid
56

Share this post

Eliant’s Exploits
Eliant’s Exploits
The Week Ahead 2/4/24
Copy link
Facebook
Email
Notes
More
14
7
Share

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…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Eliant
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More