Macro Insiders: Deep Dive from Julian – Keeping At It?

Markets are moving fast. Powell now has the equity market’s ear. Bonds yields and USD are both rising fast enough to enter a destabilising danger zone. RoC is the hook here. The piece below amplifies on the Q4 Road Map in the context of last week’s FOMC. We are heading into a short-term blow-off phase where accelerating equity weakness comes into play.


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