2026-03-24 02:34:39

Techincal bounces like this in the current regime need to be taken with a healthy dose of skepticism

A lot of it is mechanical
This was also in part driven by preempted news flow
Short bonds, Shorts equities, Long the Dollar is the play at present
Is it consensus yet? No
Soon all correlations will go to 1
Say it with me:
The $DXY is my FRIEND!

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