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Morning Note | August 31, 2023 | Following Two Days Of Massive Falls, RA Looks Interesting

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Yield Hunting
Aug 31, 2023
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Summary

  • US stocks are on track for a 5-day winning streak after reaching 'pullback' levels last week.

  • Job vacancies have fallen significantly in the US, suggesting a softer landing for the economy and a peak in interest rates.

  • Bonds are looking more attractive than stocks, with bond yields rising while stock valuations have increased.

  • Brookfield Real Assets…

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