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Bond Markets Search for Value as Equities Eye Profits

Michael Rosen calls the Fed's 50BPS rate cut another sign of support for a structural bull market. He says investors overestimated recession chances by a "huge magnitude," but argues the bond market needs to find a long-term anchor in value. Michael turns to the 10-Year Treasury Bond as a sign of market health and looks ahead to the presidential election's impact in the final months of 2024.

The Watch List

25 Sep 2024

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