
20211115 Weekly notes
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Constructive on Metals Crude and GBP…
There is no cure for high prices, like high prices…
CB policy errors and Nov FOMC to take centre stage…
The re-acceleration trade 👀
Confusingly constructive on USD and Commodities…
Too legit to quit…
Bounce looking legit…
Iceberg may not turn out to be so big…
TIP OF THE ICEBERG?
Risk looking stretched?
AUD on dips still a good contrarian trade?