Good Friday AM, Jobs report day. That is the focus. The expectation was between 255k and 275k new jobs which is well below last month’s 315k. The print came in…
Good Thursday AM, Funny-ish piece from Dan Rawitch today. I typically say we are the dentists but mortician? Bonds have officially ended their relief rally, and now we must wait…
Good Wednesday AM (best day of the week), Most asset classes are weaker today giving back some outsized gains over the last few days. Equities aren’t feeling a lot of…
Good Tuesday AM, Most asset classes are having a good day. Equities are up broadly 2.5%+, crypto the same, and bonds are gaining as well. Mortgage bonds are +37bos and…
