GBPUSD testing the symmetrial triangle, potential breakout !
GBPUSD testing the symmetrial triangle, potential breakout !
GBPUSD testing the symmetrial triangle, potential breakout !
Podcast: Equities and bond markets rip higher as vol hedges unwound
Today we look at the enormous US equity and bond market rallies yesterday and try to frame what is going on as a collapse in volatility after the apparently over-anticipated US election event - which nonetheless is being hotly contested by President Trump. We delve into FX and Commodity market...
AUDJPY testing trendline , further drop expected !
AUDJPY testing trendline , further drop expected !
AUDJPY testing trendline , further drop expected !
AUDJPY testing trendline , further drop expected !
Market Quick Take – November 5, 2020
The US Presidential Election results are being heavily contested by President Trump, who is demanding a recount in Wisconsin and accusing the Democrats of fraudulent vote counts as it appears Joe Biden likely has the votes to send him over the top. Biden has declared himself the likely winner. In...
No blue wave, no prob but for how long?
Bidens wins in Wisconsin and Michigan now mean he has a clear path to winning the Electoral College and is closing in on victory. Meanwhile Trump is launching a legal assault across several battleground states. Markets have taken this in their stride and the rotation trade overnight saw powerful moves...
Macro Dragon: Biden = 264, Trump = 214… POTUS = 270, + Fed Thu Watch
Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime. (These are solely the views & opinions of KVP, & do not constitute any trade or...
Market’s flight to safety is failing to see critical events ahead besides the U.S. election
As the U.S. election looks most likely to be contested, the market runs to safety. In the short-term, we could see 10-year Treasury yields falling below 70bps and the 30-year yields sliding to 1.4%. The market is failing to see that besides the U.S. election, other factors can influence the...
FX Update: Contested election ahead after Trump-quake, Part II?
The US mainstream media and polling industry has fatally eroded its credibility in this election cycle after the apparent 8-10% lead Biden enjoyed in their polls was a complete mirage and Trump has made this election another nail-biter on par with 2016, even amid a higher overall turnout. The final...