The cognitive dissonance hurting a bit here
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Today's slide deck: https://bit.ly/39H4JQw - Today a look at the blowout earnings reports from the four US megacaps Apple, Alphabet, Facebook and Amazon yesterday, while noting the strong divergence in US and European equity markets yesterday, as well as the cognitive dissonance of watching US 10-year yields edge towards record lows on safe haven bond strength and lack of supportive backdrop for the weak USD narrative at the moment. Today with John J. Hardy.
