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Election Reflection: Fundamentals and Market Cycles
Market forces tend to be a lot more reliant on cycles and mean reversion than anything else. The point here is that if the cycle dictates a market is stretched and needs to unwind from stretched levels, the market will find a way to lean in the direction of the fundamentals that support the cycle. […]
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Daily FX Market Commentary
Good morning, LMAX Close USDJPY 113.436 | EURUSD 1.1427 | AUDUSD 0.72456 | NZDUSD 0.66676 | USDCAD 1.31229 | USDCHF 1.00254 | GBPUSD 1.3099 | LMAX Highs and Lows 5.00am GMT High | Low EURUSD 1.14731 | 1.13944 USDJPY 113.818 | 112.994 GBPUSD 1.31499 | 1.30794 USDCHF 1.00512 | 0.99885 AUDUSD 0.72729 … Continue reading Daily FX Market Commentary →
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A Base Case Outcome Wrapped in Volatility
If there were a base case heading into the US midterm elections, it was a case that projected the Dems regaining control of the House. But as per our analysis in the lead up, the tricky part is exactly what the market is going to do with these results. The upside here is the part […]