My thoughts on the risks to equities right now:
The Bond Bear Market Isn’t Over 🧵
1/17
US Treasuries have begun to find modest support in recent weeks, driven by a combination of policy intervention and oil market sell-offs, and we dedicate this note to sharing our understanding of the drivers as we see them today.
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I’m going to be going live with @dampedspring at 2PM to discuss the current macro backdrop, the latest news out of the Treasury, and the outlook for AI stocks.
Join us:
