I believe something will break from here to October that no one is probably thinking about right now by just looking at the price action across stocks, bonds, metals, commodities, housing, and forex.
The theory goes like: Something happens -> Spreads will blow up -> Dollar gets the safe haven bid -> Bonds go up while stocks go down in a negative correlation world. Metals and housing will fall as well in that world coz inflation will fall off the cliff in Q4.
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