RE:RE:RE:Manufacturing growth slowed in July (but) I take my cues from the treasury market, and that is very hard to secretly manipulate because of the size and sophistication. Now if I was just using commodities or bitcoin...
The macro guys I follow look at real time stuff, so drops in big name #s, like NFPayrolls, will be in the future.
I dont like bonds, but if I did, I'd prob buy a bit of tlt. I am looking at reducing my USD fx exposure, as I am not sure if dxy will pop anymore this cycle. thoughts on usd?