The trend shift in fixed income is remarkable and sharply contrarian to the post-Trump consensus. We expect more of the same ahead, coupled with a firm decision by the Fed to support liquidity in December. Meanwhile, gold may see a catalyst. To read the full article,...
A deep dive into our Biden and Trump basket along with a look at the sensitivities to the broad market and a look at small businesses should Trump get elected. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or...
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