MBCC TH 30th November'23 - "End November marks, and how the market is pricing in outright rate cuts for 2024 in 5 weeks, where is the disconnect? Why is Oil rallying, do we buy it or fade it?"

What is the trade in US 10 year bond yields? Does TLT 0.00%↑ break higher as our readers know we pushed the long back in October when market was calling for 7% rates on the back end, extreme emotion, today do we keep it or close?

It is all one big macro trade and we tell you what to do in Oil here too!