It's Gonna Be Intense
CLUB/EDGE client post Oct 28. Focus: Japan won't hike; Bonds bulls will get defended; Jobs will disappoint; "One More High" still in play; Earnings' trades; & Who doesn't see the Bitcoin rally now?
»CLUB/EDGE client post October 28th at 10:08 PM ET.
Macro Event Risk Front-And-Center
It’s Gonna Be Intense - Next Two Weeks I Mean...
QRA is front-and-center through Wednesday - does market care how Yellen will finance fiscal spending?
MAG5 reports this week - along with 35% of SPX components - will AI lead us higher?
NFP is Friday morning after Jobless Claims Thursday premarket - how much impact is from hurricane damage versus organic slowing?
Election is next Tuesday the 5th - but when will winner be announced?!
FOMC follows on Thursday Nov 7th this year because of election - how will Fed keep 10Y2Y cheap-n-steep?
Let’s dig in!