Chang’s Thought (2024.09.23): Cut and Recession
As expected, the Fed cut rates in this FOMC. My previous view was a 25bp cut, but my prediction was wrong, and the Fed cut rates by 50bp. If you…
As expected, the Fed cut rates in this FOMC. My previous view was a 25bp cut, but my prediction was wrong, and the Fed cut rates by 50bp. If you…
After being in cruise control for most of the week, Friday saw a sudden repricing of the odds of a 50bp cut in September from ~15% to ~50%, with little…
Trade Idea The crypto market has seen a slight rebound recently. Based on the candlestick chart, ETH is on a daily uptrend and has risen to around $2,350. Although the…
CPI data is released this week. You may feel tired of me repeating myself, but prices are still not that important. We have seen continued disinflation for nearly two years….
Key metrics: (2Sep 4pm HK -> 9Sep 4pm HK): Spot Technical Outlook Market Themes: ATM implied vols: Skew/Convexity: Good luck for the week ahead! You can use SignalPlus Trading Compass…