Free am/FX notes
The market is in constant reassessment mode here as there are five possible outcomes for the US economy in 2023 and the odds of each keep changing.
A bit of numerology and entertainment in today’s piece, but also some useful takeaways for trading.
Today, a short discussion of how I use RSI and a quick thought on the role of positive interest rates in setting the price of money in a functioning capitalist economy.
It’s difficult, but not impossible to imagine the bullish scenario for 2023. Today is my best effort to present the alternative hypothesis to the consensus bearish view on the US economy and stocks. It’s still not my base case, but I am keeping an open mind.
Today, I present the results of my trader survey, which drew around 600 respondents of all different experience and skill levels. Some surprising takeaways.
Are you good at handling stress?
There are excellent points and counterpoints in the 2023 US recession debate. Here’s what I am watching.
Housing leads the labor market. Canada housing is a major concern. Receive Canadian rates. Buy our book.
Yields made new highs, but fixed income volatility did not. That is one more reason to be bullish world. I am bullish, and scared.
Unless you think this is 1937 or 2008, stocks look set to rally into midterms.
Why I am bullish Brazil, and don’t’ want to wait for the second round of the election to engage. Plus much more
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