“I think the train may be leaving the station this week on the reflation trades.” – Last week’s CA   The gamma signal waited until the last few days to complete, but came though big.  It’ll be interesting to see if we get any follow-through next week, although I am somewhat dubious, barring an “event.”  Here are my takeaways from the past week: Payrolls were very solid, with a small uptick in wages. Even the uptick in the unemployment rate was not so terrible if you factor in that the job gains were accompanied by a larger increase in the…

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