Global

Sawtooth

  • Cross asset market action resembles the jagged edge of a saw - moreover, it can bloody one quickly as seen recently

  • We continue to trod the "middle path" between ever higher inflation & recession though it feels like waiting for Godot

  • Relative strength is becoming apparent- non US equity, Credit, broad Commodities, even the Innovation space is bottoming

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Jay Pelosky @ TPW Advisory
June 10th, 2022
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