Bonds’ got a thing that hates Radar Love. They could switch and buy…
How shocking: August Crude Oil returned to the low 70s from the mid-60s. Oil has no narrative to justify exceeding $80 or falling below $64. Expect trading to be stuck in the 70s.
Meanwhile, rates wait for drums of war to stop.
The markets remain messy and noisy from little fundamental direction. Remove two wars and the Bond bulls return.
Bonds love bombs. Or They love them not.
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