Weekahead: Hold!

Things are going to move fast

Capital Flows

Dec 18, 2023

∙ Paid

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Trades: Pulling the Trigger / Long Bonds

Capital Flows

December 13, 2023

Trades: Pulling the Trigger / Long Bonds

Today was a significant day Why? Because there was clear confirmation that we are in goldilocks. What does that mean? It means a regime where growth is resilient, inflation is falling and cuts are on the table. Cuts are on the table because of a fall in inflation, NOT because the world is falling apart.

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