Housekeeping: Good afternoon. Tech, Gold, and The Dollar… Two very clear charts here…
Note: BBG’s White finishes with the higher dollar as most likely to “come unstuck” (i.e. reverse trend) implying Trump will look for weaker USD for trade purposes. Frankly, that is all Gold would need to start a Western-driven ramp up. Have never read such implictly bullish commentary about Gold from a BBG macro guy ever.