Macro Morning (Trading Week)

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By Chris Becker 

Another wonderful week on macro markets begins! Last week saw continued domestic imbroglio in the US not able to translate to further volatility, instead relying upon the FOMC meeting to deliver a weak punch with its fourth rate rise to the rising inflation meme, with official CPI slowing. Treasury yields are inexorably lower than when the Fed started its regime as the positive correlation with burgeoning stocks continues.

As usual for Monday mornings, I’ll take a step back and look at markets with a longer term view as my “Trading Week”.

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