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In terms of macro I'm of the opinion global market get one more...

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    In terms of macro I'm of the opinion global market get one more red alert 4% + drop over night to shake even the most stubborn hands. I then think the market makers take it up sideways into 2024 election. I think late 2024 25 will be a bull market pending the outcome of that election. One thing that I'm happy about is a trillion or so dollars has come of the reverse repo over the last few months. It means banks have found better places to store their excess liquidity which bodes well for the wider macro market
 
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