MBCC TH 29th November'23 - "Why are Bonds rallying so hard, 2y with SOFR rates falling? Oil what to expect into OPEC meeting tomorrow and how to be positioned?"

Today we take a step back and discuss QE/RRR/TGA and all the games Yellen and Powell play and what the global banks are doing in the background!

Implications for sector rotation….are you positioned correctly today?