JPY’S STAIRWAY TO 140 IS STILL HAZY Can China Allow RMB to 6.5 THE WEEK AHEAD ECONOMIC DATA RELEASE 8TH FEB 2026 Bitcoin has synthetic supply issues, but worst is over US CPI JAN’26 PREVIEW THE WEEK AHEAD ECONOMIC DATA RELEASE 1ST FEB 2026 US NFP JAN’26 PREVIEW SILVER THE PATTERN 1980-2011-2026 REPEATS AGAIN Bear Flattener US SOFR 7TH FEB 2026

IS USD EXCEPTIONALISM OVER- A BIG NO

ADMIN || 21st July 2024

The recent weakness in DXY is an ideal opportunity to build DXY longs gradually as we enter the US election period. As it becomes clear that Trump and Republicans are going to sweep both Senate & Congress, this trend might gather pace. US growth is still higher than many of it’s G-10 peers & though slowing, might still provide the cushion for DXY to remain strong at least till Nov’24.

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