The View from 5th Avenue

The View from 5th Avenue – 17 October 2022

Markets found relief in a broad-based rally today-- ~95% of the S&P trading in the green- and what we would notably tag as a bear market bounce. (pssst- the 10yr yield has quietly crept back and again closed above 4% despite equities rallying higher and an ongoing reminder that inflationary concerns remain amongst us.) After suffering losses 4 out of the 5 trading days last week or a grand total of 7 out of the previous 8 sessions to ultimately reach a 50% retracement of the Covid rally on the S&P, we find ourselves (alongside UK PM Truss…) taking a necessary pause-and-reflect to start the week off.

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