A.M. look 10/4/23

The set up I’ve been speaking about for the past two weeks has occurred.

My Asian & European clients were up for it.

I have no interest in being short Equities, Bonds or Long Dollars today.

The question is do we get a retest of last nights extremes?

Spoo will need a 4275 print for a confirmation of the low.


30 Yr. Bonds…113.00

Looking for a big trade today.

You’ve already seen the free bounce telegraphed yesterday by the front running of the Utilities.

Welcome to the mid-week shuffle.

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