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Morning Dose #332 Bearish

Situation Awareness: Cautious Bearish. The tape is being driven by a twin shock — a U.S.-Iran military escalation that pushed…

Sep 2 5:50

Morning Dose #331 Bearish

Situation Awareness: Cautious, tilting defensive. September opens the same way August closed — oil and bond yields are the twin…

Sep 1 5:49

Morning Dose #330 Bearish

Situation Awareness: Cautious. The tape opens the new week defensive as an oil shock collides with a hawkish rate backdrop…

Aug 31 6:33

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