If you missed a few paywalled pieces this month, here are 3 from the archive worth your time.
Two cities, two nights, last seats — Boston tomorrow, NYC ThursdayIf you have been wondering why equities can rally even as rate expectations rise, this frames the positioning setup and the risk signal to watch.https://www.leadlagreport.com/p/two-cities-two-nights-last-seats
Reminder: WELCOMEBACK30 ends Sunday. It takes 30 percent off annual (96 dollars off): https://www.leadlagreport.com/WELCOMEBACK30