JPM DESK: “.. #ISM Mfg returning to a >50 reading for the first time since October 2022 has restarted the No Landing vs. Soft Landing conversation. In the No Landing scenario, it likely means zero rate cuts in 2024 .. What’s the impact on Equities? I do not think Equities require… pic.twitter.com/LIGl9enuTO — Carl Quintanilla (@carlquintanilla) April 2, 2024 Bond traders are piling into bearish ..