View for the week on $DXY dollar

Looks like the Trump inauguration is going to be our catalyst after all, as we've been calling for the $XLE $XLI manufacturing breakout

Which can only happen on a dollar selloff

Then comes the $TLT $TNX bond rally to follow, and the systemic rotation between $SPY $QQQ $IWM equities concludes

Of course this would create a rare scenario in our view where $USO $OIL crude oil rallies and $GLD $GDX declines as correlation regimes adjust ☕️
#DXY #XLE #XLI #TLT #TNX