The Macro Brief
The Macro Brief
Nvidia Rebounds As Records in TLT Inflows & Yen Shorts Deem Critical
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Nvidia Rebounds As Records in TLT Inflows & Yen Shorts Deem Critical

Record inflows in TLT and shorts in the Yen underpin something critical

In this paid subscriber note, I'll be going over the SPX dealer gamma situation following the $5 trillion OPEX, as well as my bullish update on TLT; the yen and small caps.

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Note: the primary auto was intended for yesterday morning but was delayed due to technical issues. Our apologies.

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