Capital Flows

Capital Flows

Macro Report/Insights: Macro Views

Update on bonds and equities

Capital Flows's avatar
Capital Flows
Sep 05, 2023
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Hey everyone,

I hope the long weekend treated you well

Let’s jump right into it!

My views from the macro report have not changed. Please review the original macro report here:

Also check out the article I did on bond levels:

There are several main ideas I want to cover expanding/updating the insights provided in previous articles:

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