I totally understand the very bearish USD view everyone has, but the tails have to be getting fatter right?
Like USDCAD such a low vol cross maybe won't matter but how is EURUSD above 1.20? @donnelly_brent@MacroAlf can we revisit
I know everyone’s bearish, but starting to get a weird feeling things will get real bad in mkts at some point this year maybe soon post MOPEX?
Credit deteriorating, private mkts freezing, commodity shocks, war, midterms, AI replacing jobs
Eventually something gives.
@Geo_papic@JLaBergeBCA 100% Why do I feel like I should know what those methods of applying pressure are after listening / reading so much about this 😭 cousins forgive and please explain @JacobShap
@Geo_papic@risibleusername@JacobShap I think I'm on this level... I also have to listen twice so I don't miss anything so can we stick with 1x please 😂😂
@Geo_papic@JacobShap have a "trade war" alert on my bbg and it went off last night with Trump reducing tariffs on Indonesia.... this AM story is buried, barely could find it, but like you said, slowly dialling them back...