Read on the Trading Floor - 05 Feb 2024
Today’s focus… US exceptionalism, Bears in hibernation and much more
Macro Themes At Play
Theme 1 - PMI Day
Theme 2 - US exceptionalism reprices US2s and US10s
Theme 3 - Brent Donnelly’s Brazil Trip Notes
Theme 4 - The last of the great bears?
Further reading and listening…