DXY is an unstoppable rocket:
AUD is a scorched stool:
CNY keeps being rewarded for cutting rates:
Oil stuffed. Is gold noise or signal? If it is the latter, is it discounting American election violence?
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Commods crushed under DXY:
Miners too:
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And EM:
Junk anxiety is creeping in:
As yields jackknife:
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Stocks have discounted nothing by sunny uplands:
DXY is getting overbought:
But if Republicans win, or win big, the positioning will have to grow a lot more:
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The tariff agenda is killing rate cuts. Stocks are supported by the outlook for GOP corporate tax cuts but come on:
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Republicans are ahead in Pennsylvania now and still charging in other swing state polling:
A red win equals lower AUD. A blue win means a violent upside.
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