Hey everyone, if you want a full breakdown of my views and trades, see the article below:
Trades: Update
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Hey everyone, This week has been playing out how I expected (see alpha report I published Sunday: Link) but there are several key things to note. First, Powell made it very clear that additional hikes are off the table. The narrative of a “hawkish pivot” and pricing in the forward curve was shaken today:
I took some time to record a macro video for you. There have been a lot of questions I wanted to address on how to think about rates, FX, and equities with where we are in the cycle. Enjoy!
New art style lately🤔