QUANTUMTRENDS’s Newsletter

QUANTUMTRENDS’s Newsletter

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July 2024

Rightly on the Wrong Side!
Central banks and Macro data have taken a back seat in FX markets and sentiment is currently dictated by the degree of intensity in unwinding of Carry…
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QUANTUMTRENDS
Data and Status Quo!
Capex boom born out of various fiscal initiatives & Productivity boom arising out of technology predominantly led by AI are making US economy resilient…
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Flip Flop "Dude"ly
The wheels appeared to be coming off the artificial-intelligence euphoria - Markets are assessing the impact of all that hyped AI investment…
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Politics and Profligacy
Macro drivers have greater impact than politics and hence Biden’s dropping out has caused barely a ripple in financial markets.
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New Cheer Leaders! Central Banks!
It's all about Trump Trade vs Fed trade - you may call the Glass as half empty if you see NASDAQ having had worst day since Dec 2022.
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Reality Vs Collective Wisdom
The revolutionary electric light took four decades to fully embed.
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Inflation Cup, Half Filled Half Empty?
What a day it had been?
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Questions around the Cut!
Sen.
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All Set Go!
Algos now handle more than 75% of the trading in FX as per Bloomberg.
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Cryptic Message!
Although the global markets with a biased mindset refuse to see, the reality is that the global easing cycle is certainly still a year or two away.
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SOFR, Wait and See!
The narrative centres around Biden’s push to preserve the viability of his embattled candidacy- last word yet to be said though - even as outspoken…
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