Swan Lake – June 25

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM

The Swans were mixed today as the real action was in the major markets, which are having their epiphany we warned was coming last week.

We suspect trade war tape bombs will dominate the rest of summer.  Helmets.



Jun24_Supply Chains.png




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