`We Have Lift-Off`: Yields Lead The Charge Higher; Load Up On Equities, Exit Gold Longs, And Sell US Dollars
October 13, 2019 at 11:52 AM EDT
The new uptick in yields likely kicks off more sustained risk assets rallies. Indications for equities from models are very encouraging. We focus at implication of our High-Frequency model, which suggest a rally may last until October 30, at least.
