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US Treasury (10 Yr Generic) (GT10 GOVT)

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27 Mar 2024 01:13

Downgrading Real Estate to Underweight; Bullish Outlook Intact; Broadening Participation

Downgrading Real Estate to Underweight; Bullish Outlook Intact on $SPX $QQQ $NDX $IWM $RTY $IJH $MDY $VXF; Broadening Participation (NYSE Net New...

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02 Mar 2024 04:29

Bullish Outlook Intact; DXY Rolling Over; More Global Breakouts. Buys in Discretionary, Tech

Bullish Outlook Intact; $DXY Rolling Over, 10-Yr Treasury Yield $TNX Rolling Over; More Global Indexes Breaking Out (Israel, Germany, Sweden). Buys...

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bullishMacroeconomics
26 Mar 2024 10:36

EUR-flation watch: Spain is the dovish hawk

The preliminary European inflation numbers will be released during this week, while Germany has decided to postpone the release until after...

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01 Sep 2023 23:57

Further Declines in DXY, Sovereign Yields May Provide More Fuel for a Rally in Global Equities

We continue to believe $93 on $ACWI is likely the low for this pullback as long as the 10-year Treasury yield $TNX and $DXY can stay below their...

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10 Jul 2023 19:56

Shift in Rate Dynamics

US 10 year cleared the 4.90% resistance threshold as the market reprices Fed policy. This yield pop will have lasting effects.

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