Nonconsensus

Nonconsensus

Week Ahead 2026.08.02

The bond market takes center stages as the QRA, employment report, and whether the JPY intervention continues will set the tone for duration currently at multi-decade highs in yield.

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Bob Elliott
Aug 02, 2026
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Quite the ride last week. Amazing after all that movement brend and SPY ended up just as they started. The main outlier of course was bonds which took it on the chin following Warsh’s lazy hold and…

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