After the bear market last year, perhaps equities are beginning to discount much lower interest rates. Pointing to lower real growth and inflation, the fixed income market seems to be ahead of the Fed, suggesting that equity valuations will not succumb to last year’s fears.

nitter.moomoo.me/GameofTrades\_/status/1644045020134244352#m (https://nitter.moomoo.me/GameofTrades_/status/1644045020134244352#m)

https://nitter.moomoo.me/CathieDWood/status/1644414254064234496#m