📈 Macro & Market Outlook

  • Dollar Index is flagging, down -1.5% this month and at its lowest since September 18th. The market’s clear message: own assets or get left behind. 20
  • Bitcoin and US stocks are correcting. It’s highly probable this stems from jitters over potential US-Japan joint currency intervention. The USD/JPY tumbled from 160 to 154 in just two trading days, amplifying risk-off sentiment. 13
  • Spot a tight correlation between USD/JPY and Nasdaq $QQQ. The NY Fed’s quiet