Adding ETH Beta (Core Strategy Rebalance)

Today's employment numbers broadly met investor expectations, placating a nervous market. Risk assets rallied, aligning with our view that yesterday's de-risking would not persist through today.

Yields continued their downward trajectory, and Fed funds futures also declined, reflecting the market's adherence to the Fed's dovish messaging.

Yields Falling:

Fed Funds Futures Showing More Cuts:

Oil prices nearing YTD lows likely assisted in ...

Finish reading this report for free

Enter your email and we'll send the paywall-free report directly to your inbox

Articles Read: 2/2

In addition to your unlocked report, you will receive our weekly market newsletter Fundstrat Snapshot, as well as occasional updates and offers from Fundstrat Direct. You can unsubscribe at any time.

Get unlimited access to Tom Lee's Fundstrat research Subscribe
Already a member? Log in
Disclosures (show)

Events

Trending crypto assets in our research