No Time To ... Write!
“Why is it that people who can’t take advice always insist on giving it?”
— James Bond
DASHBOARD
AGENDA
CROSS-ASSET DELIBERATIONS
Absolutely no time to write this morning (alas, the little you read has mostly been prepared last night) due to a very early morning meeting.
I read this somewhere yesterday. Sounded like a good recap of what has been going on in markets over the past few sessions:
Stocks are trading like the Fed won’t pivot
Bonds are trading like the Fed has already pivoted
Gold is trading like inflation is 15%
Crude oil is trading like we are in a full-blown recession
VIX (volatility) is trading like we are in a raging bull market
Nobody said it was easy … click here.
Today, just focus on the PPI number due at 14:30 in the US.
If all goes, well, see you Sunday. Enjoy your weekend!
André
CHART OF THE DAY
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DISCLAIMER
Everything in this document is for educational purposes only (FEPO)
Nothing in this document should be considered investment advice
Past performance is hopefully no indication of future performance