Melt ups and deviations, FX, Extreme Sentiment, and the road ahead.
CPI projections, FOMC, FX & Crypto
Indices, FX, Crypto and the big Sentiment change.
Inflation & the Fed pause.
Markets, TGA, Rates and Sentiment
Money, European Sentiment, Employment, Housing, Indices, BTC & Treasuries.
Debt ceiling, Price action, volatility and market thoughts.
UK hyperinflation, German GDP, Singapore GDP, US data and NVDA
Narratives, AI, Blowoff-Tops, Currencies, the Debt Ceiling and Balance Sheets
GDP, Credit conditions, Demand and student loans
Equities, valuations and concentration. The debt ceiling. Risk of rising volatility.
