Daily Note | Novmber 28, 2023 | Lots Of Fed Speakers And Data Coming

Nov 28, 2023

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Markets are slightly weaker this morning with interest rates mixed. Oil is down for 60 straight days and headlines suggest Saudi Arabia will ask for additional supply cuts at this week's OPEC+ meeting.

With month-end rebalancing, we could see Equities underperform Bonds by as much as 50bps – 75bps given performance differentials. Today’s macro data foc…

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