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Did The Economists ‘Steal Christmas’?

|Includes: TBT, iShares 20+ Year Treasury Bond ETF (TLT), UUP

What to make of Friday’s job’s report?

Probably not much. Yes, the headline was a disappointment, but that 148K isn’t going to have any material impact on dot plot, and don’t forget, AHE was in line. That’s probably why the dollar rebounded from its knee-jerk dip and why yields reacted similarly:

But there’s something else worth noting here. Or at least according to BofAML...