Episode Details

The Bank of England pre-announced a rate cut in June, the Swedish Riksbank cut interest rates, and there are a few early signs of weakness emerging in the US as well.

Is the market ready for a regime switch?

Alf and Brent also discuss how they approach trading into volatile events, breaking long-term correlation, and the structural USD strength.

Links mentioned in the show:

https://www.spectramarkets.com/amfx/cad-v-wti-divortium/

https://www.atlantafed.org/cqer/research/gdpnow#Tab3