The Macro Setup
The Macro Setup
Jan 12, 2021
Euphoria, Equity Valuations, Gold and Bitcoin
Play • 38 min

This week we discuss what would appear to be investor euphoria playing out across many different risk assets, increasingly stretched equity market valuations, the stretched technical setups in the major U.S. equity indices (SPX, NDX & RTY), rising rates, the USD bounce, and gold’s malaise.

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