Icebreaker – August 6, 2021
Yields turn higher, financials lead the rally, commodities slide.
Icebreaker – July 2, 2021
The week, June, and Half Year Wrap Up. Equities and commodities are on an inflationary run.
Icebreaker – June 18, 2021
Icebreaker 18JUN21 – Powell tames the inflation trade
Icebreaker – June 11th, 2021
Another slide in yields causes a tech supported equity rally.
Icebreaker – January 15, 2021
The dollar retracement rally took some air out of risk.