The challenge with surprise CPI prints is that the curve repositions in minutes while real money positioning takes weeks to unwind. Brent has been consistent on the dollar wrecking ball thesis. Worth a fresh listen now that the FX backdrop has shifted again.
I have been following you for years and appreciate the work. My issue is I took up the offer to get access to your stablecoin report and had it for a day and now I have no access and it is difficult to contact you through substack . Can someone please fix this . Thanks
The challenge with surprise CPI prints is that the curve repositions in minutes while real money positioning takes weeks to unwind. Brent has been consistent on the dollar wrecking ball thesis. Worth a fresh listen now that the FX backdrop has shifted again.
CDE has silver tip that hasn’t been taped into
Really looking forward to having you on the podcast in the next couple of weeks @Santiago Capital
I think I have it figured out
I have been following you for years and appreciate the work. My issue is I took up the offer to get access to your stablecoin report and had it for a day and now I have no access and it is difficult to contact you through substack . Can someone please fix this . Thanks