Oil-Equity Link Breaks As Trump Says 'War Over Soon'; Market Plumbing Starts To Creak
Tl;dr: After NVDA's trillion-dollar surprise failed to impress, today saw a first for the post-war world - oil was up (though well off its highs) and uniquely, so were equity and bond prices (yields down). The dollar continued to weaken back but gold did not benefit as boitcoin outperfortmed again (but we are starting to see some notable moves in the plumbing of the capital markets).
Traders were 'lucky' and markets were 'charmed' today...
