What’s the rate cut odds 97%. The long end is in
disagreement.

I’m not interested in picking a bottom at the Yellen Pivot, a level we’ve bounced off before.

My brass balls have turned to raisins. You can certainly contra trend trade but I’m still targeting parity in the 30 Yr. 100 in the Futures.

Looking at the Indonesian Rupiah you can see that emerging FX are taking the same path as the 30 Yr. Weakening.

Gold looks vulnerable for a retest of 2550 ish.

The long term PNF in Silver rolled over.

Oil is a trade and Oil /Natty is into a rough 20 yr. average.