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Generally speaking, in 2H 2023...

Dollar up.

Yields up.

Oil up.

What could possibly go wrong?
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๐–‹๐–Ž๐–†๐–™๐–‰๐–Š๐–“๐–Ž๐–Š๐–— (ยฏ`โ—•โ€ฟโ—•ยดยฏ) 2y ago

Dollar is not up.

Yield is flat

Oil is trending down.

Economy is gonna crash

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less 2y ago

This a joke?

Since the start of 2H:

DXY: +2%

US 10Y yield: +11%

Oil: +24%

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๐–‹๐–Ž๐–†๐–™๐–‰๐–Š๐–“๐–Ž๐–Š๐–— (ยฏ`โ—•โ€ฟโ—•ยดยฏ) 2y ago

Since the start of 2H is different from what is going to happen in 2H, which is what I thought you meant. ๐Ÿ˜†