04.21.2020 - By Hedgeye Risk Management
In this latest issue of my weekly podcast, I discuss my three crisis signals: the US dollar, commodities, and gold. The USD continues to ride high despite Fed success in sinking our sinking yield curve. On the commodities side, oil has spiraled downward, going as low as $-36. And gold remain elevated but slightly down over the last week. The equity rebound momentum is slowing, and IVol has been flat at just over 40.What's the plan? The US, along with other nations, still doesn't have an exit ...