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Buy In May Thesis Intact (Core Strategy Rebalance)

May 2, 2024 • 7 Min Read
Author
Sean Farrell
Sean Farrell AC

Short-term Outlook Recap

Our short-term market outlook over the past few weeks has been one of caution and patience, particularly in anticipation of yesterday's events—the Treasury's quarterly refunding announcement and the FOMC meeting. During this period, we observed a weakening market characterized by declining flows, surging rates, and a strengthening dollar, compounded by negative fiscal flows during tax season.

We viewed yesterday as a potential turning point for risk assets due to the Quarterly Refunding Announcement (QRA) from the Tr...

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