In today’s briefing:
- Top Asia Shorts
Top Asia Shorts
- After Asian indexes met targets we have now turned negative in a domino sequence.
- Our table pounding inflationary higher USD and higher yield thesis is seeing the dollar on the move with yield in hot pursuit.
- Bull divergence in yield and the USD warn or a multi month rise. This is just the beginning of the pain trade to unwind peak inflation and peak rate positioning.
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