MBCC portfolio update...

CPI 0.1%, M/M, Exp. -0.1% CPI Core 0.6% M/M, Exp. 0.3%, CPI 8.3% Y/Y, Exp. 8.1% CPI Core 6.3% Y/Y, Exp. 6.1%! Whispers were for a 7 handle number.

Bond market just broke…which asset/s goes next?

There is one commodity that is standing out as a short here for a 15% move here to get aligned with its models, sign up to find out!