The Week Ahead: 2021-02-15
Well, as I begin to write, it is a balmy 2°F on this President’s Day. Hope you have weathered the polar vortex well this past weekend. Let us get started.
Bonds
As you know, big picture, I think it likely that the bond high was set last year and that we are in the initial phases of bonds turning lower. Where exactly we are in that process is up for debate…
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