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Morning Note | Oct 4, 2022
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Morning Note | Oct 4, 2022

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Yield Hunting
Oct 04, 2022
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Morning Note | Oct 4, 2022
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Good Morning!

Stock futures are up strongly as the market is experiencing a relief rally catalyzed by a sharp drop of interest rates- and the Royal Bank of Australia's dovish 25 bps move this am.  We again have bond yields and the US dollar falling.  MegaCap tech names are up at least 1%.   Keep an eye on oil/OPEC+; the move in oil pushed 1Y breakevens 3…

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