Quick and simple:
The Fed will position the narrative for more rate hikes. The moment they let up, the market will rally 2 hikes in 2 days, negating months of work. The market narrative WILL TRANSITION from “inflation worries” to “growth concerns”.
Watch to watch:
China Outperformance
Volatility (hedging) is cheap.
Strength in US Dollar, Sugar-cane & Comm…
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