Everything is beginning to line up
What is the reason why you like this particular pair of currencies relative to inflation/growth and stocks/bonds?
Do you think there is a tail risk for a deep housing recession in Australia?
It simply has to do with how they typically move with g7 risk on risk off flows. It doesn’t have anything to do with housing in Australia. If I was taking a view on housing it is unlikely I’d do it via the currency
Do u have an resources on coding the momentum regime indicator or what it is called?
https://www.capitalflowsresearch.com/p/the-research-hub-how-to-connect-macro?r=21qfqf&utm_campaign=post&utm_medium=web
See this article and the links inside. Additionall, check out the paper “momentum turning points”. I think it’s by cambel
What is the reason why you like this particular pair of currencies relative to inflation/growth and stocks/bonds?
Do you think there is a tail risk for a deep housing recession in Australia?
It simply has to do with how they typically move with g7 risk on risk off flows. It doesn’t have anything to do with housing in Australia. If I was taking a view on housing it is unlikely I’d do it via the currency
Do u have an resources on coding the momentum regime indicator or what it is called?
https://www.capitalflowsresearch.com/p/the-research-hub-how-to-connect-macro?r=21qfqf&utm_campaign=post&utm_medium=web
See this article and the links inside. Additionall, check out the paper “momentum turning points”. I think it’s by cambel