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Fed funds futures are already showing an expectation of 2 rate CUTS in 2023.
Falling materials/metals/crude suggest intermediate-term relief of inflation.
US dollar strength can generate significant deflation in goods
A rollback of Chinese tariffs are around the corner. Here (good for KWEB, bad for FXI)
The VVIX is still indicating VIX options are the cheapest in 2 years.
S&P 4000 isn’t the consensus but is still in play.
Crypto is about to attempt a serious rally here.
If Energy (XLE) falls again, expect a bid for yield.
The spread between these two is >15%. A nice pair trade
Ports are calming down & inventory will be plentiful.
Return always wants its risk payment & trading one asset class is trading blind.
Not investment advice.