MBCC TH 5th April'23 - "When Bonds move, the world should take notice...but it's not that simple as to what it means for all assets this time!"
Traders are so used to looking at the generic correlation between Bonds and Equities, that they forget that it depends on the type of cycle you are in. When yields fall, that has been a boost for Equities…but there is a certain tipping point and also the reason why they are falling…that matters more than following it blindly…it works until it doesn’t…
Sign up as we tell you what this means for Rates, Dollar, Precious Metals and Base Metals and Equities and most importantly..for Oil….
We dont think OPEC understands just how powerful macro can be…..why?
