Early Morning with Dave

Early Morning with Dave

Treasuries move from overbought to oversold

Treasury market reprices post-NFP, overshooting the Fed in the process

David Rosenberg's avatar
David Rosenberg
Oct 07, 2024
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Highlights

  • Treasury market reprices post-NFP, overshooting the Fed in the process

  • Seasonal factors and non-cyclical developments take the glow off the employment report

  • Bullish on Hong Kong (safe way to play China without geopolitical and trade risks)

  • Corporate insiders sit on the sidelines despite current stock rally

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