I was in Toronto Monday to talk with Bnncrrberg about the playbook for trade Taraff news. I'm doing in than a price in and how to handle the original chiefs, who intends to release on the original chiefs.
I argued that we are at the maximum of around what is coming but positive signs are pattern under surface. Since then, we have seen a large sorrow in a risk asset, so that call is at least getting off a starting.
Importantly, I'm talking about why US dollar has been struggling in spite of the standard a 'risk' rounds. It's a new pair of market and may last.
Finally, I talk about where to hide unless Trump dies it on the talents and instead of aggressive line.
A few pounds:
- I think we're at 'spark trade is a fear of' right now
- Carney-Trump's call was good, among other positive markers
- Partners carefully carefully on the sides
- Both of the 'bait will be able to do' and the distinctive 'dead', who is a complete reversion from the beginning of the year
- Within that, US dollar delete the result of a result does not help Trump and the food cannot help
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