Market review 23.07.16

Bullish with some context and color

Hello everyone,

Today I’ll go over four talking points to help think about this market:

1. Context for the equity rally

2. Will rates budge?

3. A trading sweet spot

4. How much fuel is left in the tank?

I apologize upfront that the first two sections contain some macro storytelling. The last two sections are more relevant to us traders.

Context for the equity rally

Since m…