MBCC TH 4th August'23 - "Bond market saying all hell is breaking loose...what does this mean for Dollar, Equities. Oil, Saudi cut, the trade is not Oil, it is a different part of the barrel!"

The big think we spoke about this week was the Bond market un-inverting, the 30yr and 10 yr have moved massively higher on the yields, 2yr fixed. What does this mean?

You may be long or short some equities on “earnings” but there are much more macro sinister factors at play here.

How to trade it in August?