A.M. Look 6/23/20

He said She said.

Poor messaging from Trump contingent  adds to volatility and opportunity.

Weekly Nasd/Bonds says it all.

I asked the room what number ran the board across all asset classes yesterday.

It was the qtly pivot in the 30 Yr. Bonds.

Of those in the room at the time, no one got it right.

Everything you need to know is on the sheet.

Gold is holding despite a resilient Equity market, the Dollar weakening against the Euro, and a 30 yr. Bond being sold on rallies

Expecting an upside breakout.

EUR/JPY, AUD/JPY,CHF/JPY all put in ORH days yesterday and are following through.

CNY/JPY is showing ORH which I interpret as positive risk assets.


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