MBCC TH 5th Sep'24 - "And...we have the 10/2 yr spread in POSITIVE (uninverted fully) post weak August ADP nos, it is second derivative that is more important oops! Oil, has OPEC lost control?!"
What does this mean in lay man terms? Is it different this time? Does this mean time to buy commodities? $? Bonds? What is the real trade here?
