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Stocks Do Want To Go Up, But…

BY TEMATICA
Our only hope is that investors are able to reset the table without flipping it over. Read more →

C8 Currency Compass – USD Correction II – February 2025

BY JON WEBB
Our FX systems started the year with ashort USD bias (against the general consensus for a stronger USD). For the first three weeks this bias worked well as fears of blanket US tariffs did not materialize, however, in the final week of January, tariffs were announced on Mexico, Canada and China leading to some renewed USD strength. Nevertheless, so far, the measures that have been taken (with some already suspended for now) have not been as bad as feared. Looking forward to this month, we note the signals are more mixed for the USD though our hedge ratios remain negative USD for the largest currencies: EUR, GBP and JPY. Read more →

Enjoy the Court’s Tariff Ruling, Brace for Trump’s Response

BY TEMATICA
The market cheers Nvidia's April quarter results and guidance Read more →
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