bullish
Buy at the Sound of Cannons
SUMMARY
- The US market led the global equity rally as the invasion started. The long bond yields rose, and the yield curve steepened
- European markets did well on Thursday and Friday but failed to recover as strongly as US stocks. Asia was a laggard in general.
- I would have been more confident of the equity rally had the long bond yields rose on Friday, and the curve steepened.
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