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2min chapter
Two Trades To Navigate This Regime Shift
The Macro Trading Floor
Introduction
Amandreestino: Global macro markets have started to change a bitter tunes. Commodities like copper and oil are taking quite a draw down, even double digits % in a single week. He asks whether it's demand rolling over, or the very first evidence signs that that is the case. And if modities were to actually roll over, you might have some inflation expectation rolling over too. Maybe even the momentum of headline inflation, which the federal reserve is so keen about, actually slowing down too.
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