
It's All About Liquidity & Inflation Now
The Macro Trading Floor
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The Worst PMIs Out of Sweden
The manufacturing cycle is looking pretty bad and has been looking pretty bad for now a while. The problem is it's all about the goods industry. And then these lag will take a while to play out in services sector, which is also slowing down. So I'm keeping my powder dry in that euro bond trade. But I keep my powderdry in Euro markets and add some powder to the dollar market.
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