The Saturday Hark Back - 09 Mar 2024
Capturing the themes of the week when there’s more time to digest them.
The Hark Back
The key narratives that drove markets last week:
Theme 1 - The summer of cuts
Theme 2 - BoJ
Theme 3 - ATH
Theme 4 - How can the Fed be comfortable with the softness in FCI?
Theme 5 - Biden'…