Maybe he knew the war was unpopular, even before midterms and Vance’s tweet?
The implications of midterms are marginal; a Dem sweep was 75% priced
I think the bearish AI story will be priced in and stale soon.
A sort of almost unbelievably large move in Brazil. Plus: Short CADJPY.
NZD has a bunch of bullish kickers: Election, seasonality, and inflation
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