A macro trade entirely built around the framework of «US domestic growth and reflation» + pro-business
policy mix + a sprinkling of «animal spirits» = long Spooz / long Russell / long value vs growth / long cyclicals vs defensives / short FY / short Eurodollar futs (largest net spec shorts ever recorded per last Friday's CFTC data) / long CNH / long copper vs short gold / short EM / short EUR / short Yen» again almost singularly hinges on the Dollar.
Not exact matches
It is certainly reasonable to believe that this source of UST selling will continue to keep USTS rallies «limp,» and still in front of a very pro-growth / reflationary Trump
policy mix to come: lower corporate and individual taxes, industry deregulation, trade
policy (tariffs will drive up domestic prices as cheaper international goods competition is removed) and a fiscal
policy shift away from monetary
policy will all conspire to take rates higher in the year
+ window ahead.
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