Yeah, agree on Pakistan, more fuel to the fire. It doesn’t feel like things are going to calm anytime soon. The Houthi’s have become a beast unto themselves. They have to be taken out or at least cutoff.
There’s no volume in the pm’s, it’s hard to see what’s going on there and who is still left to sell. Is it shorts chasing them down? Regardless, rates and the dollar are a problem for us. I don’t see anything changing there, especially with the dollar. Crazy times.