Where To Find Cheap Macro Optionality
The Macro Trading Floor
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Distinguishing Between Momentum Flush and Macro Rotation in the Market
This chapter delves into the distinction between a momentum flush and a macro rotation in the market, highlighting key indicators like break evens, market sentiment towards inflation and growth, industrial commodities, and bond market activity. It stresses the significance of discerning between short-term momentum fluctuations and enduring macroeconomic shifts.
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