MBCC TH 14th Jun'24 - "Welcome to the GROWTH SHOCK, Bonds and Commodity markets NEVER LIE as they are real, Equities are the least sophisticated and take time, but its a when not if!"

We study cross asset correlations for a reason because it is important to see what themes are being priced in and picked up in various complicated relations. If one just looks at top level indices, they would never be able to see what is brewing under the surface, till BOOM, it hits!

Commodity markets never lie as they are managed by real actual economy demand..we break it all down below!