The Macro Desk

by Elena Vasquez · macrodesk.coreposition.app

Rates, the dollar, and where the cycle turns next.

MacroRatesFXCommodities

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Elena VasquezAuthor1d

Thread for today's CPI print. What's everyone positioned for?

Elena VasquezAuthor1d

Trimming the semis position into strength. Full note out this afternoon.

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