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...
The ’Blue Wave’ became the ’Blue Mirage’ with choppy equities
Read our take on the events that have unfolded over the past 24 hours as the US election has turned into a nail biting event with great uncertainty which has been reflected through choppy markets and many reversals.According to Bloomberg US election page this year’s election is much closer than...
Gold is facing bearish pressure | 4 Nov 2020
Price is facing bearish pressure where we remain bearish below this level.
Gold is facing bearish pressure | 4 Nov 2020
Price is facing bearish pressure where we remain bearish below this level.
US Election podcast: Trump-quake relative to expectations even as final outcome unknown
Today we offer our brain-dump on what has unfolded on Election Day in the US, with the final results still unknown and vote counts apparently stalled. But the headline takeaway so far is that turnout was not the Democrats secret weapon and even more so, that mainstream polling and news...
Possible trend shift in EURCHF – going short
SELL 1.06523 - 1.06777 Add to Watch List Signal ID: 73890 Time Issued: Wednesday, 04 November 2020 04:00:15 GMT Status: open Entry: 1.06523 - 1.06777 Limit: N/A Stop Loss: 1.07157 The Tidal Shift Strategy has just sold EURCHF at 1.0665. The system recommends entering this trade at any price between...
USDCAD might see more upside if it breaks above 1.3277
USDCAD might see more upside if it breaks above 1.3277
USDCAD might see more upside if it breaks above 1.3277
USDCAD might see more upside if it breaks above 1.3277