Basis trade and tariff war disconnect

S&P 500 upswing was fun to ride for clients, and then 104% US tariff on China overpowered the sentiment – at a time of bonds flashing red, which goes beyond the HYG disconnect talked in latest in-depth analysis. It‘s now about bond yields rising steeply when equities get in hot (tariff war between US and China) water – US is starting to experience UST pain (with USD stability as the key determinant of SPX cushion being there or not), not just China with yuan downside pressure growing. What‘s encouraging, is the tired S&P 500 sellers and VIX putting in a tripple bottom as we speak… are equities disconnecting from the tariff war spiral?.That‘s the subject of today‘s extensive video...Those two intraday updates issued for swing trading clients, are bearing them fruits already, on top of yesterday's gains..