Howdy readers. I'm Phil Rosen, reporting from Manhattan.
Remember the whole "good news is actually bad news" relationship between the economy and markets?
Well, yesterday we learned private sector economic activity clocked in at multi-month highs, which means businesses are gaining momentum.
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Hello, my friend! Dave Smith here, doing my best Phil Rosen impression. I'm a deputy editor at Insider who helps oversee our newsletters, but I've worn plenty of hats around here. Previously, I was an audio-news host, tech editor, senior correspondent, and tour guide for CES.
Happy hump day, readers. I'm senior reporter Phil Rosen, writing to you from Manhattan.
Today we're going over why some of the most astute voices on Wall Street are advising a shift from stocks to bonds — and what we learned yesterday helps explain why.
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