This week:

  • Global equities country breadth – clear underlying weakness (outside of the US markets)
  • Policy uncertainty vs market volatility – the gap may soon close as global policy winds change
  • Trends in global equity volatility – looks like we’ve seen a cycle bottom in implied volatility
  • A risk warning in the German DAX – potential head and shoulders top adds to the risk radar
  • Bearish positioning in gold – call it a contrarian signal or capitulation selling, something is going on here

    • Video Length:  00:15:19

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