Why Nostr? What is Njump?
2024-09-05 02:26:51
in reply to

dave on Nostr: seems like a disconnect between equity market and the magnitude of cuts priced into ...

seems like a disconnect between equity market and the magnitude of cuts priced into the forward curve in '24/25, which would suggest a weaker backdrop. do you take any signal from the de-inversion of the yield curve ?
Author Public Key
npub12sjc2yn0h50u0m23w48l4eu0870cfvkwqe4x9fwz2yrwz6ewcxyqkyk6jg