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@@ -33,7 +33,7 @@ Real GDP will get revised lower in coming months, as labor market deterioration
- both candidates bad for bonds
- Energy for all data center they are building , who? where?
- EMification of usa markets - Japanification of the past is very different than today, today it is real negative rate & QE and covert debasement of currency like bresil market - stairs down, elevator up ... slow bleed , get inestor fustrated and out of nowhere it Rip up
-
+- Commodities & platinum deficit !
OCT 23 Rally started after Yellen QRA* issued 50B less bonds than the market expected topped at the start of april 24 with spy @ 525
5% correction in april with low @ 493, triggered by hot CPI and now 15 of may new ATH