Deutsche Bank, QT, the Fed’s outlook, the recent PMIs, and the Lyft IPO

No major catalysts in either direction
Right now, there are no major stories that I think will have any meaningful near-term impact on asset markets. We're definitely still in  a risk-on market phase. And ostensibly, this is largely because we are poised for a growth re-acceleration rather than simp...


As this site is now reader-supported via Patreon, the remainder of this article is only available to subscribers at a specific patronage level. Articles at patronage levels BRONZE, SILVER, and GOLD are denoted by the categories in blue capital letters above the post. Posts categorized DAILY are available to both SILVER and GOLD patrons.

Click here to join. Your readership is greatly appreciated!

Registered users can log in by entering details here or below.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More