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Commodity prices soften further, minus a few with supply-side constraints, like oil. Disflationary expectations and ED curve inversion means Concoda will likely go long bonds when technicals reverse
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The dollar wrecking ball takes another swing at risk assets, with Bitcoin falling below $20k once again. Meanwhile, yields move back towards 3%. Commodities, minus oil, continue their plunge
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This week's musings from inside the cheap money era
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More commodities signal an inflationary apex, with copper even entering a bear market. Chinese equities, however, briefly turn bullish, while U.S. defensive sectors squeeze toward reserval territory
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Commodities continue their tumble from the start of this week, along with inflation expectations and the long bond. Could this finally be the inflation…
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Stock and commodity vol remains elevated, while credit spreads reach new recent highs. Energy commodity prices finally soften, with nat gas turning…
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But it should be the least of our concerns
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The Greenback continues to hit global liquidity, exacerbating the global risk asset sell-off. Crypto contagion continues to spread, while all but…
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The Fed's quantitative tightening schedule starts today. SOFR rates, meanwhile, have peaked and credit spreads have started to widen. More market…
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Traditional markets also feel the pain, but Concoda readers were well prepared!
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Stocks indices plunge in premarket, as equity vol re-enters the danger zone. No sign of a bottom yet, with further declines in growth/financial…
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With confidence plunging, it's one of a few remaining tools to regain public trust
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Concoda

An actionable macro and geopolitical newsletter that helps you navigate the craziest environment of all time.
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