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Financial Markets 2022

The Short-Term US Tactical Indicator, Mid-June 2022 Update: Retain Equity Short, Increase Bond Overweight, Cut Commodities

The Short-Term US Tactical Indicator, June 2022: Still Risk Off

Financial Market Briefing: Not Buying This Dip

The Short-Term US Tactical Indicator, Mid-May 2022 Update: Increased Equity Underweight, Small Overweight in Bonds, Credit and Commodities

The Short-Term US Tactical Indicator, May 2022: Risk Off

US Bond Market Update: This is about it … for now

The Short-Term US Tactical Indicator, April 2022: Underweight Equities and Bonds, Overweight Credit and Commodities

Global Equity Markets: How Much of a Buying Opportunity?

The Short-Term US Tactical Indicator, Mid-March 2022: Increasing Credit, Reducing Long Commodity and Bond Short

How the War in Ukraine Changes Our Macro and Market Outlook

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