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Buy The Fed Pivot? (BTFP)
Last night the Fed introduced a “Bank Term Funding Program” (BTFP)
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A Hard Landing Scenario.
Watch out for a rotation out of the broader market into ENERGY & GSG. Send your questions for next week's email to gmgmacroresearch@gmail.com
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The pain trade is higher. Watch the Chinese reopen Pt. 2
Follow us on twitter @gmgresearch. Dalio and BlackRock are both bullish China. QQQ (Mega-cap) and Quality Factor ($QUAL) continue to lead.
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Price action is what really matters. Fundamentals are always just a narrative.
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2
The emergency fed pivot.
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Quick Update
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Straight to the point alpha.
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Rice is the answer.
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The pain trade is higher. Watch the Chinese reopen.
Don’t forget to follow us on twitter @gmgresearch
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Hit Pause:
Risk barometers are still pausing even during this rally: Stocks to bonds High beta to low beta Consumer discretionary to staples Copper to gold etc...
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1
A Large Rotation This Week.
Follow us on twitter @gmgresearch before we go private.
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Coordinated Central Bank Action
This isn't the first time the Fed became a lender of last resort to other central banks.
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The watchlist for the week.
The only list to watch this week: A continued rally in the USD and commodities (GSG) will pressure equities. The CME Group CEO says there has been an…
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Risk-Off Signals Amidst Market Rally
As the market experienced a significant rise on Thursday and Friday, the VIX and US Dollar also demonstrated a similar increase. This serves as a…
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Quick Update
Expect some pressure on equities from USD and commodities this week.
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