Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight
Forward Guidance
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The Sensitivity of Copper to the USD TUI Trade Weight Index Over Time
The sensitivity of copper to the USD TUI trade weight index over time has gyrated a ton. And it actually turned positive briefly in May and June. How do you explain that? I think as you say, it's just that these relationships have been flowered. We've moved from massive economic headwind, the deflationary shock of COVID, to a huge policy stimulus as a result.
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