Each moment is a place you've never been.
-- Mark Strand
A good evening to you all,
Not much to discuss about last week’s action. As subscribers know, I focused on the UK for most of the last week as my rate prediction/trade has quickly come to fruition. I am still short SONIA Jun 24 at 94.37.
A lot about the UK and UK rates in the two posts below.
We will start with FX this week, followed by fixed income and equities.