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MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
Macro Voices
Is the Bond Market Sniffing Out at Inflation?
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The last time we saw yields like this was all the way back in april. It's really hard when you have multiple signals overlaid in the same price series, to figure out what the driver is. You can find the information on slides 11 and 12 of the slide deck, or just go to big picture trading dot com.
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