MBCC TH 28th September'23 - "How Saudi Arabia is going to be the catalyst to take the world down...and why the new gen MMT traders have no clue what is gonna happen next!"
Todays note goes through what is happening in Oil, and how serious the backwardation is in WTI and why? What is the physical trade here? There is always one!
Also we go through Fed Credit Bonds and Macro assets to tell you what our cross asset models are flashing!
