Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Forcing a Rethink of the Front End of the Yield Curve
Episode 147 of Bull Market Conversations digs into a quiet but telling shift in this bull market: investors are starting to care about the front end of the yield curve again. With the Fed holding funds at 3.63 percent and the market pricing a possible cut, the old playbook of 'don't fight the Fed' is getting a refresh. Lucas and Luna look at what the two-year Treasury is signaling, why Goldman's trading desk is having a record year on the back of this shift, and how momentum in software names like CrowdStrike and Datadog is coexisting with a more cautious tone in…
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