That’s what fronds are for.

I had a big birthday today, and I would like to thank a few people who timed key events very thoughtfully to fit with the date:

1/ Taylor Swift releasing her new album today
2/ . planning the 'halving' so many years in advance to fit
3/ Speaker Mike Johnson managing to

good w/e

youtube.com/watch?v=2YPV31…

The global macro heatmap for today

US tech wreck.

Ramsden crushing GBP.

Brazil bounce.

The latest podcast with Alf is out for your weekend listening pleasure.

Enjoy the sunshine.

spectramarkets.com/library/podcas…

FrIDaY SpeEdRuN!!!

spectramarkets.com/amfx/chaotic/

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Interesting video explaining how economists use different inflation data series to confirm their prior beliefs and tell you why US inflation is currently either well below 2% or surging above 6%.

It's worth noting that the 13f filings we have seen so far for the ETF are not very significant in terms of holdings by institutional types.

That narrative is over with (unless some SWF apes), and if anything will be the thing that gives us more of a passive bid over the long

So weird …I was told rents were plunging precipitously

carte thermique macro globale

Tech slammed again. Momo cuts both ways.

Copper like a memecoin, it smelting higher.

It's happening!!

*WILLIAMS: RATE HIKE NOT BASELINE, BUT POSSIBLE IF DATA WARRANTS

Fun article

ft.com/content/475e1f…

Today's global macro heatmap

Oil is falling as another failed geopolitics long oil trade hits the skids. EUR rallying on a short squeeze as Asian recycling put the floor in at 1.0630.

NVDA and crypto also coolered.