Defense is clearly the strongest market sector as it currently stands and it fits the general theme for this year with increasing geopolitical uncertainty
The January jobs report that will be released on Feb 11 likely overshoots and provides grounds for lower rates, even if the market might react negatively initially $VIX is still rising so I do think we are in for some more market volatility with CPI coming in on Wednesday as well Godspeed
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Defense is clearly the strongest market sector as it currently stands and it fits the general theme for this year with increasing geopolitical uncertainty
The January jobs report that will be released on Feb 11 likely overshoots and provides grounds for lower rates, even if the market might react negatively initially
$VIX is still rising so I do think we are in for some more market volatility with CPI coming in on Wednesday as well
Godspeed