Again, as with the Short EURUSD I we will be long dollars even more here. The dollar is at the lower bound of it risk range (calculated with price, volume, and Volatility), and there appears to be a cyclical change happening across the board where deflation may be quite likely. We believe a temporary peak in inflation is here, and that while it may take a little bit for the top to be put in of some commodities and equity sectors (tech), the fact remains the macro data and predicted comps of macro data into Q2 will show slowing growth and accelerated rate decline (at least for a little while ex. Q2. Therefore we are positioning for this within the risk range and or when we have nice technical setups. This one has the earmarks.
Commentaire:
Adding more dollars now, well actually raising cash but same thing.
Idées en relation
WHEAT - SHORT
bitofamacroman
Plus
about ZW1!
USTY - SHORT
bitofamacroman
Plus
about US10Y
CORN - SHORT
bitofamacroman
Plus
about ZC1!
TLT - LONG
bitofamacroman
Plus
about TLT