MBCC TH 7th December'23 - "Welcome to the GROWTH SCARE, what does that mean and which assets o/p and u/p - Commodities, Bonds, FX and Equities saying 2 different narratives, who is right?"

Our macro CROSS ASSET indicators are ALL flashing in unison at the moment..dominoes were falling one by one…but today ONE BIG domino just fell…what does it mean?

We know asset classes are on a time lag as they each have their own flows, but after that “individual” risk dies down, broader cross asset flows take over, it always does!

The big trade for Dec’23 and into 2024!