US Equity markets embraced a newly dovish Fed by tacking on a +1.5% weekly gain. US treasuries decided that it’s inflationary and backed off. Inflation adjusted bonds (TIPS) did well, attacking its 50-week moving average. Meanwhile, other inflation plays such as gold miners (GDX), Oil (USO) Brazil (EWZ) all out performed key benchmark stock indexes this week. On another note, Trump’s pressure on NATO members to pay their fair share of expenses is working as
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