SPX Bull run
1. Post Brexit US equities have been in an easing induced rally, with the Fed delaying hikes, BOE easing and RBNZ/ RBA also easing - this encouraged US risk markets to set new highs - with 7 of the last 9 weeks strong closes higher.
The Bull run over?
1. The last 2wks have closed flat but hhave remained rangey indicating the market has low...
- As many of you know ive been tracking/ am keen on this whole macro "net risk sentiment" theme to gauge what direction markets are heading in for the day/ week/ several weeks.
- We started today as planned, with both safe havens and risk asset relatively flat, before risk-on sentiment dominated early trading with yen breaking out the 107 level and equity indexes...