IRAN WAR MIGHT GET A LOT WORSE BEFORE IT GETS BETTER US NFP FEB’26 PREVIEW THE WEEK AHEAD ECONOMIC DATA RELEASE 22ND FEB 2026 RISK ASSETS MIGHT BE WRONG ABOUT IRAN DON’T WRITE OFF DOLLAR YET BYE BYE IEEPA TARIFFS THE WEEK AHEAD ECONOMIC DATA RELEASE 15TH FEB 2026 DEEPSEEK V4 COMING ON 17TH FEB Bear Flattener US SOFR 7TH FEB 2026

US ELECTIONS LOOKS LIKE A RED SWEEP

ADMIN || 12th October 2024

We estimate that both the US senate & US congress will turn Republican post the 5th Nov elections. While the presidential election is too close to call, we are going with a Trump win as he seems to have more tailwind in the 7 swing states. Harris campaign recently seems to have lost it's momentum & voters find her policies lacking clarity on critical topics such as immigration, tariffs & economy. Harris campaign seems to be loosing her gains in almost every swing state in the past 1 month. The US senate is very likely to return to Republicans as both Montana & West Virginia are going red. The US congress elections though tightly contested, might eventually go Red as Trump effect rubs on Republican candidates in the key swing states.

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