Varad Markets
VaradMarkets
Trading #US $Dollar: Basic Macro ConstructTwo key Dollar drivers:#1 Growth/Inflation/Risk-sentiment (y-axis)=> Inflation Breakeven (BE) (/ Equities)#2 Nominal Interest Rates (x-axis) => 10yr US Treasury Yield1/10 Q=QuadrantQ1: Risk-On
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#DiveIn: #Inflation Breakevens (BE)Given immense focus on fiscal, monetary & inflation dynamics, quick brush up on Inflation BE:BE = Nominal Rate, N (US Treasury Yield) – Real Rate, R (US
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