Wrapping up april with a month of losses potentially on the screen. Down more than 2 on the s p for april. The small caps have been absolutely hammered the end of march, the rotation is coming, a big downdraft for the small caps so far this month, snapping five straight months of gains for equities on the s p 500. Bramo, april has been a bumpy ride. Lisa partly because that is the sound of the narrative breaking or maybe the narrative shifting. He basically said higher inflation is fine for stocks and earnings. If yields stay here it will be ok, everything is fine. Yields are high for the right reasons. Are they . That is the angst you are feeling. Jonathan the bond market, breaking up the 10 year. The twoyear, high by 35 basis points. The 10 year up by more than 40. I remember a few conversations we had this month. Just a few. Steve said that this Federal Reserve wants to count Interest Rates. He said that this data is not cooperating. The data this month has not cooperated. Annmarie
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