Read on the Trading Floor - 19 Dec 2023
Today’s focus… #CCYWARS, where have all the bears gone?
Macro Themes At Play
Theme 1 - BoJ hold the line
Theme 2 - Wage agreements and Energy prices
Theme 3 - Fed speak or damage limitation ...
Theme 4 - The market isn't allowing the verbal pushback to spoil a good party ....
Theme 5 - When there are no bears left we should be worried
Further reading and listening of note from Harkster.com