Rate Cuts, Sector Trends, and Momentum Picks
March 24, 2024 - Update
Here is my review for the week.
Macro
Oil Prices (Brent): -0.6% (good, to be watched closely)
Liquidity (M2): neutral to restrictive
10 Year treasury yield: -2% for the week (good, to watch closely)
Inflation nowcast for Feb 24: 3.37% (bad vs. 3.17% from Jan24)
The most important news from the week was the neutral to dovish tone of the FED chairman who stil…
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