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Daily Note | January 17, 2024 | A Spotlight On FSCO
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Daily Note | January 17, 2024 | A Spotlight On FSCO

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Yield Hunting
Jan 17, 2024
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Daily Note | January 17, 2024 | A Spotlight On FSCO
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Yields up, stocks down as the correlation between stocks and bonds moves back to firmly positive.  Retail sales data came in stronger than expected, indicating a resilient consumer.  While that is good news, it puts the aggressive expectations by the market from the Fed in terms of rate cuts, into some doubt.

The probability of a rate cut in March has fa…

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