U.S. Treasury yields added to their monthly gains and equities chopped along as investors weighed the consequence of tighter monetary policy for longer. Meanwhile, oil rallied 2% on more bullish news coming out of China. Maggie Lake is joined by Tony Greer, founder of TG Macro and the editor of the Morning Navigator, to hear his views on stocks, metals, an energy rotation, and the dollar breakout.

Plus, we’ll hear from Jamie McDonald on why investors need to pay attention to copper. You can watch that entire interview here: https://rvtv.io/3ZoqlKg. And check out more of Tony’s work here: https://tgmacro.substack.com.

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