The upswing in liquidity

The golden opportunity

@SonnyCrockett92 When we sneeze, everyone catches Doge

The Tech killer

Tariffs driving up inflation expectations could lead to a super strong dollar

@MacroAlf Is there a trade to do here in your fund?

@JimMatthews56 From the report: " About one-third of consumers spontaneously mentioned tariffs, up from 27% last month and less than 2% prior to the election."

the ongoing deterioration underneath the robust labor market

@AnnaEconomist Strategy is working

A magnificent driver of Treasury yields

@biancoresearch I think the Mag7 is driving yields more than DOGE, for now

The Gold curve and inflation expectations

RT @DonMiami3: Heavy truck sales - a leading indicator of past times - weakest since August 2021

The scarcest asset in its true form

US is leading in trade uncertainty

The inflation U-turn

Despite tariff uncertainty, the downtrend in TLT remains solid

@willemijn_arjen agreed ---this is all based on anticipation of tariffs

@sonalibasak More importantly, the REAL yield(s) (great show!) are falling