Is Not Broke – Recession Proof Wallet

The primary focus this coming week will remain on the bond market, with the Treasury auctions drawing significant attention. These auctions should fare better than last week’s poorly received 20-year auction.

In a volatile market, perspective and analytical detachment are key.

Global monetary policies diverge sharply, with the U.S. Fed navigating inflation and labor markets while other central banks cautiously extend their rate-cutting cycles.

The jobs report’s strong wage growth and robust hiring data have led to a hawkish tone from investors, with bond yields climbing and equities advancing.