MBCC TH 4th Apr'25 - "Is Trump a mad man or a genius, we break every single cross asset down, and tell you what WILL happen in April, forget media, they have no clue! All eyes on NFP + Powell later!"

To the average investor or retail, they read the media headlines, when has the media or sell side ever gotten it right? Always chase extremes…(see Gold, Copper, Dollar..list goes on)..

Jan’25…Bond market blowing up again calling for 5-6% rates, today US 10 year at 3.98%! Dollar lower at $110. Oil at $65 and falling (remember we said there is no shortage for months and months!)

Value is nothing in commodities..

As we head into NFP, what can we expect into April? Are you positioned correctly?