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

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…