In this week’s edition we look first at the reflation trade and specifically combined futures positioning in crude oil, copper, equities, the US dollar, and treasuries.Then we look at the US dollar index and why the chart shows it could be more than just a short squeeze.

Then we move in to some longer term charts, first with a look at long term earnings expectations for the S&P500, followed by a look at the trends in jobs growth and investment – 2 major factors in production.The final chart shows a surprising switch in the investment landscape.

Video Length: 00:11:47