MARKET INSIGHTS

Systematic Trend Following [Currencies]

The U.S. dollar is being aggressively sold, now at a multi-month low in CTA positioning, while commodity-linked currencies like the Australian and New Zealand dollars remain under pressure but show signs of short exhaustion

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[SP500] More Pain Before More Gain

This is a “headlines roulette” environment, and unless we get some positive news within the week regarding tariffs, our estimates expect another leg lower towards the 4600s, where some long-term investors will be interested again

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