MM 1 March 2021

 Quotes

Markets & macro news

One year after Covid

Energy vs Tech stocks

Rising commodities and rising inflation expectations

TIPs

Bonds down

Treasury supply cannot find demand

Be afraid

SPX and put to call ratio

Banks and yield

Nasdaq and 2% down days

All about the money

Gold falls along with rising real rates

The dollar could be rising

Themes, Sectors & Corporate news