Bond-Bullion Barbell Springs Back to Life!
The bond-bullion barbell has been delivering, and not just in the past two weeks but the past two months
Highlights
• As the S&P 500 nears its all-time high, sector breadth remains poor
• Aerospace & Defense stocks screen well in an increasingly uncertain world
• Weak regional manufacturing surveys signal a 3-point slide in the ISM comparable
• Financial distress among U.S. adults is nearing 2008-09 levels
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