Hey ho Hey ho, Further out the curve we go.
These will never flatten out i.e Sideways (absorb positions) or, (god forbid) rally (2015). Since there's a clear idea that US is going to tighten soon, and we have to price in Eu QE. This stuff on the chart should continue, even with exreme positioning coming in on those spreadsheets worldwide. There's no worries on future US data, or is there? ;)
Markets are up, bonds are ambivalent, Gold isn't crashing to 800 yet. Various Commodities can sell off another 20%, but then we're starting to hit 95% Quartiles on stuff like Corn Wheat, Cotton etc. etc.. And that will be bought like christmas, hannukah, kwanza and chinese new year wrapped into one.
Markets are up, bonds are ambivalent, Gold isn't crashing to 800 yet. Various Commodities can sell off another 20%, but then we're starting to hit 95% Quartiles on stuff like Corn Wheat, Cotton etc. etc.. And that will be bought like christmas, hannukah, kwanza and chinese new year wrapped into one.
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