Early Signs of Weakness
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Description
The Bank of England pre-announced a rate cut in June, the Swedish Riksbank cut interest rates, and there are a few early signs of weakness emerging in the US as well. Is the market ready for a regime switch? Alf and Brent also discuss how they approach trading into volatile events, breaking long-term correlation, and the structural USD strength. Links mentioned in the show: https://www.spectramarkets.com/amfx/cad-v-wti-divortium/ https://www.atlantafed.org/cqer/research/gdpnow#Tab3
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