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Early Signs of Weakness

Author
Alfonso Peccatiello & Brent Donnelly
Published
Fri 10 May 2024
Episode Link
None

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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