Gold Euphoria, Bond Mayhem, Dollar Disgrace

Powerful

The move higher in the 10 year and bond volatility, MOVE, has been rather extreme. Watch closely how bond volatility behaves going forward.

Source: Refinitiv

Keeps on giving

Source: Refinitiv

Crowd grabbing gold upside

Source: GS

Source: GS

DXY at huge levels

Source: Refinitiv

Overshoot?

Source: Refinitiv

Source: Refinitiv

Front running?

Source: Soc Gen

The loss

Source: BofA

Getting close

Smelling blood

Source: BofA

Looking forward to the weekend

Source: GS