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Roaring Comeback of Reflation and Commodities

S&P 500

S&P 500 broadening leadership and fresh reflationary ATHs are here – the FOMC “tightening” hit notwithstanding. Energy, financials and industrials I discussed yesterday and before, were among the leaders, with tech not staying far behind. Crucially, the tech breadth was also improving – such rotations are the stock bull market‘s health. Neither the VIX nor […]

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