Morning Notes — Yield Curve
Next week includes earnings for a number of SMID-cap cloud software/growth companies including ZM (Monday pm), BOX/CRM (Tuesday pm), CRWD/OKTA/SNOW/SPLK (Wednesday pm) and DOCU (Thursday pm). Cyclical and value sectors have been in favor since the PFE/BNTX vaccine data hit on Monday 11/9, while the