Pro Macro: Flash Update – August 17, 2023

Published on: August 17th, 2023

Raoul wants to close his bond trades…

Comments

  • CN
    Chris N.
    17 August 2023 @ 17:55
    1 0
    Great insights Raoul. Thank you
  • ME
    Mark E.
    17 August 2023 @ 18:22
    0 0
    helpful. thank you.
  • RM
    R M.
    17 August 2023 @ 19:06
    0 0
    Is it best to hang on to USD after this Sell or convert to home currency like CAD?
    • RP
      Raoul P. | Founder
      17 August 2023 @ 21:43
      0 0
      Maybe 50/50 until we get a clearer idea of dollar trend?
  • CK
    Chris K.
    17 August 2023 @ 19:09
    0 0
    Can someone explain what TGA means?
    • RM
      R M.
      17 August 2023 @ 19:15
      0 0
      TGA - Treasury General Account is the U.S. government's operating account
  • JP
    Jeff P.
    17 August 2023 @ 21:12
    0 0
    You're holding TLT?
  • JS
    John S.
    17 August 2023 @ 23:46
    1 0
    I'm going to stick with the 2 year for now - specifically using Mike Green's TUA ETF
  • IK
    Ivan K.
    18 August 2023 @ 00:28
    0 0
    All this on top of extremely negative term premia that looks like it is mean reverting, bonds probably won't be good for abit until things really get out of hand.
  • AK
    Alexander K.
    18 August 2023 @ 17:08
    0 0
    Thanks Raoul. It’s a total $hitshow out there and I love the extra clarity these reports bring. Have a good weekend. Alex K
  • CW
    Casey W.
    21 August 2023 @ 18:05
    0 0
    Great update Raoul. I really appreciate you sharing some of the GMI indicators even if a little delayed.