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Daily Note | Dec 6, 2023 | Yields Continue To Fall
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Daily Note | Dec 6, 2023 | Yields Continue To Fall

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Yield Hunting
Dec 06, 2023
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Yield Hunting
Yield Hunting
Daily Note | Dec 6, 2023 | Yields Continue To Fall
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Summary

  • Markets rise and yields fall as labor market data comes in below expectations, signaling a potential shift towards quantitative easing.

  • S&P returns to the same level as two years ago, while bonds remain underwater despite a recent rally.

  • PCE Core inflation is on track to reach the Fed's target, potentially giving them cover to start trimming rates.

  • …

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