Cross-Asset Focus
A Ceiling For US Equities?
The S&P 500 has struggled to re-test all-time highs since the US 10-year Treasury yield has crossed the 4.50% mark. Stocks have moved sideways since December, and January’s hot CPI print confirmed that equities remain averse to higher yields. During…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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