When a structural trend reaches a turning point… expect volatility. We’re a month into 2026, and the US Dollar is already stirring the pot– making big moves and flirting with the completion of a major top.
The yield curve warned us. CRB compressed. XLE broke out.
For months, the yield curve has been doing what it always does before big commodity and energy moves: it started whispering before price started screaming.
This wasn’t a headline trade.This wasn’t a CPI print trade.This was a...
