CHART OF THE DAY: The Best Environment to Be Long U.S. Dollars Is...

Old Wall Media is actually picking up on the #crash in the Turkish Lira this morning. I know, thanks for coming out. But when will either our profession or its establishment media figure out what’s been most causal in this massive Phase Transition in currency markets?

To review today’s Chart of The Day (slide 26 of our current Q3 Macro Themes deck):

1. Quad 4 is US Dollar Bullish using a local US Growth, Inflation, Policy (GIP) model back-test
2. Quad 4 is US Dollar Bullish using a global Growth, Inflation, Policy (GIP) model back-test

For those of you who are new to our apolitical, dispassionate, and data-driven Global Macro Risk Management #process, our GIP model is proprietarily measuring and mapping the rates of change in both local and global growth and inflation data, dynamically and daily.