Interest rates rule the world if you want to understand what drives all asset prices, understand interest rates I will be sending out a playbook about this in a few minutes to subscribers if you want to understand this:
The macro regime has made a short-term shift from bear steepening to bull steepening in 10s30s This has implications for risk assets, gold, and FX, especially since volatility is so low right now Let's dig in🧵👇
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