By the way:
I do think the 2-year yield will likely break out above this trend. It wont change my view about a major deceleration of growth ahead of us. We are likely at peak corporate earnings and margins are poised to get squeezed.
This is a 1973-74 set up on steroids.
— Otavio (Tavi) Costa (@TaviCosta) March 29, 2022
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