ba the crystal ball. i see some shock and awe coming from non farm payrolls tomorrow (speculative call) that being said i expect the rate narrative to shift from ultra dovish to moderate. since extreme accommodation has been one of the main catalysts driving things higher if correct interest rate sensitive areas will be prime targets. lets tune back in tomorrow and see where we land?
註釋
Adp tomorrow along with beige book. Ecb thursday. Nfp Friday.
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