"Gordian Knot"
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US 10-Year
Possibility of Bond Rally Pause
Jun 2
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US 10-Year
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May 2023
Germany Yield Curve
More Flattening
May 31
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Germany Yield Curve
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China Recovery - Households
Continue at a lower trajectory with speed bumps
May 28
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China Recovery - Households
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US 2-Year Futures
Pause to test break
May 26
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US 2-Year Futures
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Could Nvidia Stock Mark Peak AI Today?
Will it drag Ultra Mega Cap
May 25
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Could Nvidia Stock Mark Peak AI Today?
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US Long-End Yields Pause not Reversal
While A$ May Be in Trouble
May 25
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US Long-End Yields Pause not Reversal
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Germany 2 and 10-year Yields Show Signs of Breakout
A meaty move still ahead of us
May 24
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Germany 2 and 10-year Yields Show Signs of Breakout
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China Recovery – Real Estate
An uphill battle
May 22
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China Recovery – Real Estate
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Ultra-Bond Futures, USDCNY, and Dollar Index
Breakouts
May 16
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Ultra-Bond Futures, USDCNY, and Dollar Index
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Commodity and FX Impulse Moves
Precariously Close to Breakdown
May 12
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Commodity and FX Impulse Moves
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WTI and Bloomberg Commodity Index
Reversal without any News Event are best
May 8
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WTI and Bloomberg Commodity Index
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April 2023
China NBS PMI Disappoints
Reopening Narrative May Need a Rethink
Apr 30
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China NBS PMI Disappoints
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