A Friday mélange that touches on the USD and the psychology of willpower
I think EURUSD will bottom around here, but topside targets should be conservative.
Waller goes from full dove pre-Warsh to full hawk now. Ian Cassel wrote an excellent book.
Jensen flew too close to the sun. AUDNZD puts are back from the dead.
My bullish gold view today is more about micro action, not macro fundamentals, but I think the macro could catch up to the bullish micro at some point and the risk management is easy
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
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