Per the email accompanying the report to subscribers…
There is a lot going on this week from a macro perspective. For me, the Fed’s dovish stance along with the 2yr yield and the USD are at the center of most things.
Also, the Cannabis sector makes its return after I re-thought my dismissive attitude toward it as a regular [segment].
Usually these reports help me to one degree or another. But this one really seemed to get me clearer on the other side of it.
As always your questions, comments and corrections are welcome.
Oh and to boot, we’ve got some nice US and global market stock charts because if this thing does go full frontal global macro casino, it’ll be pretty fun. If it goes the other way well, we’re ready for that too because we manage risk and review continually.
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