The most recent alpha report has laid out all of the main views for assets and HOW things are likely to develop as we move into the next month:
Alpha Report: Macro Inflection In Interest Rates
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Since the 1980s, there has been a structural downtrend in interest rates. This has quite literally shaped the entire financial industry on an international basis.
Macro Podcast:
A podcast breakdown of this report was recorded where I further explained the logic for WHY things are taking place and HOW to respond: