Weekly Posture
Weekly Portfolio Posture — September 4, 2026
Rebounding payrolls strengthen the growth case but not indiscriminate risk-taking, with the 10-year near 4.77% — favors cash yield, short duration and power/industrial infrastructure.
Weekly Portfolio Posture — September 4, 2026
Rebounding payrolls strengthen the growth case but not indiscriminate risk-taking, with the 10-year near 4.77% — favors cash yield, short duration and power/industrial infrastructure.