Week Ahead - March 3-7

Growth Scare Overdone?

I hope everyone is having a great weekend as we say goodbye to February and move to March. Spring is soon around the air, but it doesn’t feel like that in markets.

I am off to a great start to the year, but February was certainly not fun. In fact, my PnL peaked on Jan 23rd, and I have gone nowhere in the 5 weeks since. I have been dead wrong on US rates…