It was a week of crosscurrents and contradiction
The risk reversal is a bit of a yellow flag in euro, even though I don’t want to believe it
The NASDAQ almost got there, then fell off
A massive escalation is the only way this stays relevant for more than a few days
As global central banks cut, the Fed looks more and more like a laggard
Bracing for a quiet week and some random vol on meaningless headlines
The US economy lands softly as Trelon explodes.
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