2022.04.25 Weekly Note
Some EOM pre-FOMC respite?
Some EOM pre-FOMC respite?
Nope. It’s not different this time.
Tell me anything that’s good for markets…
No better than neutral, at best…
Some pressure cooking against Equities…
Inflation Invasion Inversion — what’s changed?
FED and BOE on deck — sticking to the script…
Sell. Every. Rally.
Typical bear market rally?
Staying short Nasdaq and EUR, AUDNZD and NOKSEK appealing
Staying Short NASDAQ and EUR, Long USD and JPY
Volatility to pick up again