MBCC TH 11th Mar'24 - "What did the Bank of Japan just do and what does it mean for liquidity? Also Bond and $VIX sending signals - time for Equities to wake up?"

Big moves…most important the massive u-turn on Friday in NVDA 0.00%↑ from up 6% to down 5%, is massive…Why?

Well we look at what CROSS asset signals are telling us in Bonds/$VIX and Credit and Gold/Silver…and specific. stocks that represent the global picture..

CPI tomorrow…but you can only ignore the cross asset signals for so long…