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The Market Right Now
Another wild week with Risk On confronting some realities and the good ‘ole stick save appearing at the end . . . . and did you see how a Fed Head slipped in that Dove before the bell? Let’s get caught up on all the charts starting with some eye openers regarding tech credit.
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Here are a few things that for me at least are to be taken very seriously. Some more work on tech credit spreads, loan performance of Private Credit BDCs (these opaque instruments created with little to no oversight or reporting requirements), and the software connection from The Market Ear at ZH:
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