A newsletter writer says rates were falling across the board despite two hot inflation prints.
The writer says two hot inflation prints coincided with falling rates across the board that week. They argue the contrast makes it clearer than ever that virtually the entire market is the AI trade.
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2 Sources, first seen ago
@TheStalwartIn the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and yet rates across the board have been falling. It's never been more obvious that the entire market is just the AI trade, and virtually nothing else.
@kylebrussellRT @TheStalwart: In the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and ye…@TheStalwartIn the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and yet rates across the board have been falling. It's never been more obvious that the entire market is just the AI trade, and virtually nothing else.@kylebrussellRT @TheStalwart: In the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and ye…@TheStalwartIn the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and yet rates across the board have been falling. It's never been more obvious that the entire market is just the AI trade, and virtually nothing else.@kylebrussellRT @TheStalwart: In the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and ye…@TheStalwartIn the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and yet rates across the board have been falling. It's never been more obvious that the entire market is just the AI trade, and virtually nothing else.@kylebrussellRT @TheStalwart: In the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and ye…
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