Macro Trading Ideas You Need To Know: Volatility Hides Deflation

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Commodities reverse last week’s crazy spike higher (at least for now), and long yields skyrocket. Volatility is higher, but underlying realities haven’t changed.

The US yield curve is still flattening and is putting out more of a deflationary signal than inflationary one, although the Fed obviously disagrees or chooses to be blind to it.

The USD remains in a broader uptrend as Dollar funding conditions tighten, and Russia’s war in Ukraine is only making matters worse.

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