MBCC TH 17th Mar'25 - "How inflationary are these Trump tariffs, why is Gold doing what it is, where is the ISM/PMI and market headed into Q2....Be careful of OPEX this Friday and FOMC Wed!"

As we started Q1, we pushed Long Bonds/Long Gold as there was better value in Bonds over Equities…Will this continue into Q2?

Big week … big events… we break it down as to what will happen…how is the market positioned…

Will the long China/Short US still work or time to go long US?