This week:
- Global equities country breadth - clear underlying weakness (outside of the US markets)
- Policy uncertainty vs market volatility - the gap may soon close as global policy winds change
- Trends in global equity volatility - looks like we've seen a cycle bottom in implied volatility
- A risk warning in the German DAX - potential head and shoulders top adds to the risk radar
- Bearish positioning in gold - call it a contrarian signal or capitulation selling, something is going on here
Video Length: 00:15:19




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