Dollar index has put together a pull back over the last week, but i dont be stretch to say it's a change in trend. We had actually kind of a flash crash overnight in crode. Libya lifted force mejur and announced that they were going to get their act together and start exporting crude oil again. Will also cover gasprom first declaring force majurure seemingly shutting off european gas forever.
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp
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