/biz/ - Business & Finance

This strong jobs number got me thinking...
The recent rally in copper together with the strong jobs number could be a sign of a reversal in the current disinflationary trend. Which means: more rate hikes, stronger dollar, weak commodities etc...
Unemployment hit a multi decade low which could be a sign of a trend reversal. It all lines up for me copper giving signaling a: rise in inflation, stronger dollar, higher interest rates, weaker labor market and eventually a recession and a top in the dollar. If the copper signal is right and inflation rises so will interest rates, bonds will probably bottom (everyone hates bonds atm) and rise into the recession (dead cat bounce I'm bearish on bonds long term), When we get the recession sell bonds buy commodities.
Thoughts on this? Something to ponder on...