MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis
Macro Voices
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The Consolidation Wedge on Gold
The exact level where we're trading on gold is of some technical significance to me. We had a substantial breakout above 4% here, particularly after the ADP numbers. It'll be really interesting to see whether or not yields go for a full retest of previous highs. Will it break to a bearish new breakdown in bonds as yields break out to a fresh multi-year high?
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