| Back in late April I wrote a post called ‘Dot-to-Dot-to…Not?’, which joined the dots from mortgage rates to oil prices…and how their price evolution had been counterintuitive to the move in equity markets: the risk aversion exhibited by fixed income markets and caution shown by oil prices did not jive with the emphatic rally seen in equities.
Just a few months later it seems worth revisiting the subject, as there has been some dramatic moves since and some key takeaways to, um, takeaway...............................................Full Article: Source
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