MBCC TH 8th Jan'25 - "All eyes on the US 10 year into the Non farm payrolls on Friday, so what will it be? Do we break 5% or move lower? What can change this?"

Yesterday, as the ISM data came in better with higher prices paid, market freaked out with US Bond yields surging with the 10 year around 4.70%. This caused techs to sell off especially NVDA 0.00%↑ after the CES show, what is really going on?

We look at all the cross asset themes to see if there is 1 real trend emerging or this was a one off…

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