Will we look back in a few weeks, after US equities have fallen 5% from recent peaks, and wonder when the right time to sell was? Besides the actual peak, which always seems obvious in hindsight. By then, the majority of 2024 investment outlooks won't be worth the bits of digital real estate they occupy. We need a moderate-to-weak payrolls number today and deflationary effects to continue to prolong the shelf life of the reports.
The plan was to produce a summary of all the 2024 market outlooks, but the results were too underwhelming to report. Instead, we decided to stick with the high-quality proprietary data that Spectra Markets kindly provided us—a much better way of quantifying the macro views of actual decision-makers
For now, dealers: price runs out, guns out. We'll return later with more substantive FX analysis, backed with real data.
Updates
Will we look back in a few weeks, after US equities have fallen 5% from recent peaks, and wonder when the right time to sell was? Besides the actual peak, which always seems obvious in hindsight. By then, the majority of 2024 investment outlooks won't be worth the bits of digital real estate they occupy. We need a moderate-to-weak payrolls number today and deflationary effects to continue to prolong the shelf life of the reports.
The plan was to produce a summary of all the 2024 market outlooks, but the results were too underwhelming to report. Instead, we decided to stick with the high-quality proprietary data that Spectra Markets kindly provided us—a much better way of quantifying the macro views of actual decision-makers
For now, dealers: price runs out, guns out. We'll return later with more substantive FX analysis, backed with real data.
