Easing liquidity concerns could carry SPX and QQQ to new all-time highs into Jackson Hole

Near-term US equity trends remain positive, and today's Treasury move helped to solidify risk assets, even if the micro-trend for US equities remains choppy. The leadership told the story: precious metals, the broader commodity complex, emerging-market currencies, and cryptocurrencies all meaningfully outperformed. My thinking is that any reprieve in long rates rising serves as a boost to US stocks, and improving cr...
Near-term US equity trends remain positive, and today's Treasury move helped to solidify risk assets, even if the micro-trend for US equities remains choppy. The leadership told the story: precious metals, the broader commodity complex, emerging-market currencies, and cryptocurrencies all meaningfully outperformed. My thinking is that any reprieve in long rates rising serves as a boost to US stocks, and improving cr...
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