Bonds and Bullion are down.. but following the better than expected payrolls print, stocks and the dollar (JPY and EUR weakness) are jumping higher as markets celebrate The Fed’s ability to tighten financial conditions further (and ignore The Fed’s fears over bubbles)…

Stocks are up…

The Dollar Index dipped on the report then ripped back higher… 

But Bonds are extending their losses… 

And Gold is getting hit… 

As a reminder… 

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