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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