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The negative correlation between the us dollar with stocks (and other risk assets) has been strong for quite some time.
Meanwhile, US Dollar Index Futures are up every single week this year. Has this relationship now changed, or is the unwind about to come? Source: JC Parets
Are investors too complacent on the 10-year us treasury?
Investors expect 3% treasuries at year-end Source: Win Smart, CFA, BofA, The Daily Shot
Visualizing the Rise of the U.S. as Top Crude Oil Producer 🛢️
Source: Visual Capitalist
Believe it or not, Germany is the Number 1 coal consuming country in the EU...
If one really cared about climate, would one shut down nuclear or coal power plants first? Source: Michael A. Arouet
Four rate cuts are now priced in for 2024 (red), the LEAST number of cuts YTD.
This is down from seven rate hikes on January 12 (green), the MOST number of cuts (YTD). Source: Bianco Research
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