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batteries: Archive

Mayur Thaker

US Treasury Posts Surprise Budget Surplus In June and Trims the YTD Deficit To $1.3 Trillion

Is long TLT short GLD the big trade for the next 12 months?

ORICNegative Net Change

Mayur Thaker

Fed Remains Hawkish on Inflation But Markets Jump As PCE Price Index Remains Tame at 2.3%

Fed is worried about consumer price inflation re-emerging, but I don't believe tariffs are the cause.

AMGPositive Net Change