Craig Shapiro
@ces921
Ninja Trader Live: Senior Macro Strategist, Cross-Asset Trader 20+ years, Ex-SAC, Ospraie, Graticule and Circle Lane Capital
参加 February 2009
1.8K フォロー中 129.7K ファン
Gold -3.3% with real yields flat and breakevens up.
That’s not a rates trade. It’s investors selling hedges to raise cash.
In 2008 and 2020, gold sold off in the deleveraging phase and only bottomed once Fed liquidity arrived.
We’re not there yet.
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