The View from 5th Avenue – 3 November 2023

Posted 3 November 2023 The View From Fifth Avenue

The rally continues…US Stock futures rose while bond yields fell after signs of a labor-market slowdown bolstered speculation the Fed will hold policy rates steady through year-end. With the strong finish in equities to the week, in fact the best of 2023 thus far and the strongest weekly performance since November 2022. I can’t help but point out how squeezy it feels, specifically Goldman’s most shorted basket GSCBMSAL Index (+4.42%), while the most shorted baskets in Europe outperformed, the M…

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