Week2 MacroTechnicals - Dips, Doubts & Data Prints
Jam-packed macro slate ahead: labour market cooling not cracking, equities breadth shaky but probably just consolidation and done, watching DJFXCM Dollar, watching BTC/XAG
Jam-packed macro slate ahead: labour market cooling not cracking, equities breadth shaky but probably just consolidation and done, watching DJFXCM Dollar, watching BTC/XAG
Euro debasement thesis - timing and trading considerations; US equities weakness
Tactical trading plans around FOMC
Energy pushes to new high while VIX makes ytd-lows
Warsh took AI disinflation off the table, said economy at full employment, put emphasis on inflation breadth and price stability being the predominant focus. This is a hike signal...