Hey everyone,
Several quick thoughts:
First, I did two FX threads breaking down some ideas on the dollar against several of the major G7 currencies:
JPM FX: https://twitter.com/Globalflows/status/1668086821472075776
FX Thoughts: https://twitter.com/Globalflows/status/1668063692838293505
Second, a reminder that we have a ton of catalysts this week including OPEX. Watching options flow this week will be key:
Final thought:
The two things I continue to keep in mind in this environment:
Keep your seat at the table (a thought
has been producing some great content on!)Always let the game come to you. Never chase.
I can’t tell you how many times I get entire trade setups together and never execute on them simply because the price action isn’t optimal for the view I have in mind. It’s always easy to lose money when you are chasing.
Here is the most recent macro write-up going over my thoughts for this week:
Thanks for reading!
— In the information age, you simply need to be at the right place, at the right time, with the right information to succeed