Morning Note - June 21, 2021
Good Morning.
Futures are indicated higher with both Tech and small-caps outperforming despite a stronger USD and lower yields. PMI data on Weds is the key macro data; does Reflation take another leg lower if it disappoints? Infra comes back in focus with a new bipartisan push.
Last week, the Fed sparked a sell-off of the Reflation trade, felt across all …
Keep reading with a 7-day free trial
Subscribe to Yield Hunting to keep reading this post and get 7 days of free access to the full post archives.