Records, Real Yields, and Geopolitical Risk
Stocks pushed higher again, but this rally is now leaning on a fragile assumption: that politics, war, oil, and bonds all stay contained at the same time. Markets came back from the long weekend in risk-on mode. The S&P 500 rose 0.37%.The Nasdaq gained 0.19%.The Russell 2000 climbed 0.91%.The Dow gained 0.58%.The VIX slipped to […]
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