My thoughts on what is going on in the world this week:
- 10y UST yields not dropping despite what BBG calls the “longest EM rout since financial crisis” is an indicator of rising systemic stress.
- The amount of noise and conflicting noise in the media in the last week about the geopolitics of the USD is a signpost that we are progressing into the mid-to-late innings of trade tensions – system stress is rising here as well.
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