AUTHOR
Mick Weinstein
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Money managers are turning dour on the economy, based on the latest BofA poll. Yet market sentiment has not reached extremes.
Mike Arold, who runs the Technical Swing model, is now backing out of his short positions in preparation of a market bounce. Here is how he plans to play it.
How the Fed reset expectations for 2021 and beyond
The overarching outlook for fixed income in 2024 is centered on rate cuts, but we still haven’t solved the timing and magnitude questions, which will continue to create an elevated volatility quotient for Treasuries until some clarity comes into the picture.