Recapping last week’s economic data and bond auctions as they moved currencies and markets
Key near term market drivers – Bond actions this week and upcoming inflation data
Everything’s moving higher today outside of the USD, the strongest breadth in over a decade in the S&P
Where is the current rotation trade for the markets?
Currency moves in the Turkish Lira, Yields dropping, and lack of reaction in gold
Adrian Day, Jeff Christian, and Mike Larson – Recap The Fed Meeting, Markets, and Commodities
Is the inverse correlation between yields and gold coming to an end?
Banks leading the markets higher, is there more room to the upside for the re-opening trade?
High interest rates and deflation – Will one lead to the other?
When it comes to the bond market let’s look globally at what central banks are doing
Was the 3 week correction in markets all we are going to see?
Markets and rates continue higher while gold drops
Comments on US Markets, Gold, and Yields
Making sense of the selloff in commodities to end the month
Featuring Jesse Felder and Rick Bensignor – The big picture of a breakout in Commodities and yields
Market Wrap focused on the continue rise in yields
Markets and Metals -Topics this week include Inflation, a Commodities Super Cycle, and Battery Metal Stocks
A focus on the continued bounce in the USD
Here’s what happened in the silver market this week and what it means moving forward
Short term trading strategies for US Markets, Bonds, Bitcoin, and Gold