So what is happening and why are they so many disconnects…we discus why march is important and LIQUIDITY is even more.
We talk about things that no one expects when positioning is so one sided it matters!
MBCC TH 1st March'24 - "Now it is going to get fun, either the payroll market is ALL wrong and we get a shock, or US is basically at 4%+ GDP for good...are you ready?"
