Discussed on Jan 20.  And again earlier this week.
We closed out the week getting long more risk yesterday.
Have a good weekend folks.  Hope you smashed.

This also came up in our today's chat with McEligott. Growing signs of economic-reacceleration spooking traders who were hoping for rate cuts.
A number of things are turning up. Soft data, the the freight data (see: @FreightAlley) and the ISM/PMIs. x.com/BobEUnlimited/…

Joe Weisenthal

Twitter

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