Forwarded from Oliver Andersson
You think the Feds are going to Hike rates:
β’ Into mid term elections
β’ When all 3 layers of power from corporate to banking to government are Pro AI/ depending on compute growth
β’ As they are in an AI race to empirical supremacy against China
β’ As Inflation has peaked since prime Iran war period and been trending down
β’ While Trump is keeping the war on ice for mid term election optics
β’ With the huge bets across layers of power in USA for AI need loose/ looser financial conditions
β’ While US treasury actively keeping yen carry trade alive so BOJ does not need to raise rates
β’ As the US labor market is showing signs of weakening
β’ US tech companies becoming bigger than countries
β’ As the Fed them self continues to expand their balance sheet
β’ Into mid term elections
β’ When all 3 layers of power from corporate to banking to government are Pro AI/ depending on compute growth
β’ As they are in an AI race to empirical supremacy against China
β’ As Inflation has peaked since prime Iran war period and been trending down
β’ While Trump is keeping the war on ice for mid term election optics
β’ With the huge bets across layers of power in USA for AI need loose/ looser financial conditions
β’ While US treasury actively keeping yen carry trade alive so BOJ does not need to raise rates
β’ As the US labor market is showing signs of weakening
β’ US tech companies becoming bigger than countries
β’ As the Fed them self continues to expand their balance sheet
β€1
Forwarded from Oliver Andersson
My prediction for US jobs data on Friday is:
NFP: around 20k
Average hourly earnings: 0.2%
Unemployment rate: 4.2%
NFP: around 20k
Average hourly earnings: 0.2%
Unemployment rate: 4.2%
β€1
Forwarded from Alexander Persson
Week 36
Weekly results by
Wealth Wave:
EURUSD -1%π΄
USDJPY +1.94%π’
XAUUSD BEπ
EURUSD +2.4%π’
GBPUSD BEπ
Total: +3.34%π’
Weekly results by
Wealth Wave:
EURUSD -1%π΄
USDJPY +1.94%π’
XAUUSD BEπ
EURUSD +2.4%π’
GBPUSD BEπ
Total: +3.34%π’