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VIDEO: Macro Minute: Relative positive reaction by stocks and bonds (yields fall) implies market sees limited conflict = supportive of YE rally thesis

We discuss: how equity markets have shown resilience last 4 trading sessions, supportive of our view stocks can rally into YE. The key market remains interest rates (topping now?) and oil (very muted move = good).

Please click below to view our Macro Minute (Duration: 4:27).

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