20211025 Weekly notes
CB policy errors and Nov FOMC to take centre stage…
CB policy errors and Nov FOMC to take centre stage…
The re-acceleration trade đź‘€
Confusingly constructive on USD and Commodities…
Too legit to quit…
Bounce looking legit…
Iceberg may not turn out to be so big…
TIP OF THE ICEBERG?
Risk looking stretched?
AUD on dips still a good contrarian trade?
Cyclical rally to have legs?
Risk to stabilize this week?
Cyclical concerns…