This week we look at the following charts and themes:
1. Crude oil prices vs energy stocks – (potentially substantial) downside risks for crude oil prices
2. Fed balance sheet normalization plan – best laid plans…
3. QT vs the US dollar index (upside risk scenario) – US dollar could be headed much higher
4. The Big 3 QE and the exit from experimental policy settings – the turning of the monetary policy tides
5. QE adjusted policy rates vs global equities (volatility returns)
(Video length 00:08:06)
