Market Outlook From The Bear Traps Report Founder Larry McDonald

Larry McDonald discusses market discomfort, deflation sentiment, and currency dynamics. He highlights the shift from contrarian to consensus views on cyclical positions and the impact of coordinated central bank actions on the dollar. Systemic risk indicators are rising, and there's concern over a potential second wave of COVID-19 and its social implications. The discussion emphasizes the need for caution in the face of these risks.

What does Larry suggest about the current state of commodities and emerging markets?

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What is Larry's perspective on the market's reaction to the potential second wave of infections?

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How does Larry McDonald differentiate between the medical pandemic and the social pandemic?

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