Morning Note | June 23, 2022
Good Morning!
The markets opened up by about 0.6% with bonds continuing to rally. 10-yr is now 37 bps below than last week's multi-year high. The slide in commodities is notable given inflation continues to move higher (signaling peak inflation coming?), globally, and given the stimulus-fueled reopening of China’s economy. Recession fears appear to be th…
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