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Animal Spirits Running Loose

This week we discuss USD weakness, the center of the USD smile, the ipmortance of the March 12 CPI release, the BOJ and much, much more.

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Getting towards flat

The next 10 days could be a slog, and I don’t want to be long a ton of vol

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Friday Speedrun

Where are the animal spirits?

Make it make sense.

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Something is wrong

The disinflationary boom trade after CPI isn’t working

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