We are cautiously bearish.
And somehow I forgot to include our view of Emerging Market Debt (we remain bearish on price, bullish on yield), Emerging Equities (We are bearish) and Junk (we are bearish on price, bullish on yield).
For the rest of our thoughts as we move into the next week? You can find them below, in our public ‘Weekly Note’
You can find the video as below on YouTube, and is available in many other video venues (Vimeo, Odysee, etc)
