Bracing for a quiet week and some random vol on meaningless headlines
The US economy lands softly as Trelon explodes.
US equities are outperforming. This doesn’t mean USD can’t go down but tactics are key.
We have had four main narratives of late but maybe it’s time for a fifth
Initial Claims don’t mean revert. Technicals vs. seasonals battle in stocks
Hawkish RBNZ hasn’t unlocked much upside for NZJDPY yet. US bonds trade well.
Hawkish RBNZ plus solid JGB auction plus stock market OK = NZDJPY higher
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