MBCC TH 4th April'23 - "What does OPEC know that we do not? All eyes on Non Farm Payrolls and US rates/bonds this Friday..."

We all know OPEC hates short sellers more than spec longs as the latter helps their cause, no one complains when prices go up and beyond fundamental physical markets, but when they fall, there is chaos and anger! Well, OPEC surprised the market for sure, but what was their REAL motivation behind this move? And how do you position your portfolio now?

Non farm pay payrolls key for this Friday, we discuss and what it means for Bonds/Rates and Fed…after all its ONE BIG MACRO TRADE!