Trade Write-Ups: THE NEXT LEVERAGE MACRO BET

A regime shift and central banks mistake

We have seen a significant mistake by central banks that will be reverberating through equity and fixed income markets for the next 3 months. I have already laid out initial views here:

• Trapped by Trade: Central Banks and the Impossible Trinity

• Alpha Report: Inflation Risk and Positioning Signals

• Macro Video:

Please review the previous trade write-up because it directly plays into this one:

An important reminder, there are now 6 days left to lock in the discounted price on the Substack before further price increases occur later this summer. The links for the discounts are in this article:

Trade Write Up/Leverage Macro Bet: