In this video, I break down the current macro picture, the USD and how I’m positioned given the current market conditions.
Charts!
Here are some useful charts that I share in the video:
US 10-Year Bond Yields

German 10-Year Bund Yields

US M2 Money Supply
US Manufacturing Index
US Total Employment

US Inflation Rate YoY

US Trueflation Index

Source: Truflation
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