congratulation Ben - you have made it again

gold up, agriculture up, silver up, equity up, curve steeper - benie, benie what does that mean? looks like you are f&cking it up again :)

the only puzzle to me is why is USD stronger today....
 
USD got weaken right after midday and slip further into weakness.

Eye on JPY; if it gets weaker; so does USD.

Look like Carry trade is back; and bets no cut in fed's rate.
 
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