February has been a month of repricing expectations on a few levels. As macro data has shown to be resilient, so has the Fed’s resolve, and investors have had to amend positions for a higher for longer trajectory. Treasuries have seen the most aggressive repositioning this month, as the 10-yr yield have moved to 3.88% from 3.42% when the FOMC last met (February 1st). Stocks continue to hold up however, even though they have tested some support levels this week. The genesis of the Streets rethin…
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