
Trader Warns: Fed Meeting Will Be “Death Knell” For Reflation Trades
Dammit Mark, didn't you learn anything from Goldman's overnight note on commodities?
When reality doesn't reflect what you think it should, you just cast that reality aside and posit your own reality.
That's how this works.
It's just like Goldman said, "the lack of hard evidence" should never get in the way of a good trade reco. Which is why instead of admitting that maybe the plunge in commodities is exactly what it looks like - a deflationary bombshell - it's actually something different b
So does a squeeze in bonds rattle equities and push off the chances for both heading lower together?