Closely watching the ugly USD reversal but not sure what it means yet.
Continuing this week’s theme of a shift in stock/bond correlation as we transition away from inflation panic and into liquidation / slowdown panic.
There’s a strong cohort of traders I respect trying to buy this dip. I have a feeling they will be right, but I’m scared to join them.
Are bond/equity and crossJPY/equity correlation about to flip?
Talking about the US economic cycle, short CADJPY, a peak in global yields, and BTC.
Where you trade is as important as how well you trade.
Powell ruling out 75bps is not a watershed, but it is important.
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