TFMR Podcast – Monday, June 23


Well, what a day that was! To think of where we were 48 hours ago with concerns over global upheaval to 24 hours ago with breathless anticipation of the Sunday evening open to the current state of prospective peace and a cessation of hostilities. Crazy!

Next up, how quickly can we unwind the “safe haven” bids that appeared last week in the POSX. The reversal today leaves me optimistic that the next leg is downward…which would add support for my summer rally forecast. But we’ve also got to deal with some safe haven bid removal in the PMs, too, though we’ve certainly seen that…



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