@42MacroAware Question regarding the aggregated weather model signals. Do these signals (Bonds, Stock, Commodities, ..) usually lead or follow the market?
Thanks
@MarcoP46262425 @42MacroAware @MacroCat1 One way of achieving that would be to ignore everything in the LMN and simply follow the KISS portfolio in ATH
@42MacroAware Is there anything in the toolkit you provide that we can use to track the evolution of money velocity in the economy?
The reason I ask is that from what I understand, fiscal impulse is down, interest rates are up, money supply is down, so velocity has to be in the driver seat?
@42MacroAware Can we expect yields to spike for the long end while they replenish the TGA, or there is no obvious consequence that we can foresee ex ante as it depends on too many variables?
Thanks for your work, we normal human beings appreciate it.
@42MacroAware For people who would like to front-run the Westher model on when the USD turn back to neutral and/or bullish, what would be the signal changes to look for/expect? Thanks
@42MacroAware What drives the inflation / USD correlation vs non correlation? Could it be the level of inflation? USD has been going up with inflation going up and now doing the opposite whereas it was traditionally the opposite.
Thanks.
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