RE: big friday sell of tomorrow sadly27 Feb 2021 15:34
hmm very hard to navigate the markets rn. I dont think bond markets are pricing in the POTENTIAL impact of variants (alarming the news on Friday 1/5 areas see an increase in covid infections) this would turn the current narrative completely.
T-Yield will rise as long as it appears the economy is improving, impact- likihood inflation, rising rates, rotation out of tech into cyclicals. BUT if these variants cause any more concern its back to square one, oil/energy will tank if any longer lockdowns as a consequence, people will flock back into the stay at home winners and tech in general.
DISCLAIMER_ i do not want any more lockdowns or another 6 months of this Sh*T , i am just concerned at how uncertain it is rn, its v hard to navigate