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Lumber joins non-energy commodities in turning bearish. Bond ETFs move closer to a reversal. Commodity supply constraints, however, aren't even close to…
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Yields stay below 3%, while the U.S. Dollar wrecking ball takes a breather. Energy commodities continue to dislocate from PMs
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With consumer staples crashing, most equity sectors have turned bearish, along with commodities and crypto. Bonds are the last asset class to play ball…
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Stocks down over 1% premarket, while yields dance around 3%. Commodity strength persists. Emerging markets continue to hold up well, considering the…
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Meanwhile, dollar strength persists and yields drop below 3%
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The Terra collapse is just start
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Crypto and most stock sectors also plunge, meanwhile yields fall below 3.0%
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Risk asset destruction continues, as the business cycle peaks and financial conditions tighten
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"Risk off" persists, with stock vol remaining in the danger zone. Commodities and defensive sectors start to turn bearish, joining crypto and credit…
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Stock volatility indices remain in the danger zone. Cathie Wood stocks continue their plunge. And buying opportunities open up in defensive sectors
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ISM and ADP Non-Farm Employment come in worse than expected. Gold, like other precious metals, joins the bearish club, while the bond complex continues…
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An actionable macro and geopolitical newsletter that helps you navigate the craziest environment of all time.
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