
2025.07.07 Weekly
USD comeback, Equities pullback
USD comeback, Equities pullback
Asset prices signals an all clear. Soft and Hard economic data is mixed. Good or bad? You will find both. PICK YOUR POISON.
Can’t dispute the PA
“Talks of the Dollar demise has been greatly exaggerated”
TOP IS IN?
Rocket Fuel?
The no reason to sell trade
Ratings downgrade is just noise
Not much has changed…
So much cope…
Don’t care and won’t care
Detached from Reality?
The Art of the Backpedal
Peak escalations?
Uncertainty Paralysis
The Great Extrapolation
pure diamonds
Fade everything
Tactically long risk and dollars
Stagflation vibes
Vol crushed
Higher vol regime ahead
Trump 1.0 ≠ 2.0
Inflation pressures are back