2022.03.14 Weekly Note

NEWSFLOW

LAST WEEK’S ACTION

EQUITIES

RATES

Credit cracking…9th straight week of big outflows from IG + HY bonds
EM capitulation…largest outflows from EM debt since Mar’20

COMMODITIES

Bloomberg Commodities Index (Orange) vs DXY (Green, inverted)

CURRENCIES

US10yr Yield vs DX

TRADE VIEWS/IDEAS

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