This week we look at the following charts and themes:

  • US vs the World (PMI divergences – how long can the US do its own thing?)
  • Taiwan and China (the slowdown on the Mainland is mirrored in Taiwan)
  • US treasuries and bond market volatility (at a clear turning point)
  • US 30 year bond yields (breaking out from key levels)
  • US investor portfolio cash allocations at record lows (“cash is trash”)

    •  Video Length: 00:07:04

     

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