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Two Trades To Navigate This Regime Shift
The Macro Trading Floor
I've Been Waiting for That Recime Shift and Story Telling
When the oil price drops, it also means that the terminal rate of the federal reserve is priced lower. The demand for certain commodities, agricultural commodities, or oil, might be relatively in elastic. And i think the feter reserve is trying to test how inelastic it is until they bring it to an elastic point where demand has been damaged enough. That's what ye stated yesters plan out about selling m b and we're seeing that as mortgage rates are already above six %.
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