
I think this is a must-read and something we need to try to understand. Thanks. I compiled my own conclusions at the bottom of the post. It's important to see that Şant Bey, who maintained a bullish bias even during the 2022 correction and the deep corrections of the 2025 spring trade wars, is shifting towards a neutral or even partially cautious stance. Especially considering the note he dropped to BTC stakers a few days ago. As far as I understand, the points to follow are: * Will the DXY safe-haven movement behave similarly to the past? Despite months of 'dollar debasement/loss of status' headlines, the DXY is protecting the low it made at the beginning of the summer and is even climbing. * SPX is close to its 6800 target, will a correction be triggered? VIX? * What could be affected by the China-US interaction? In futures transactions, attention should be paid to lithium, chips, technology, growth stocks, etc. Considering that these carry most of the indices... In that case, what is the impact of the silver price on the sectors <> or the impact of the sectors on silver? * China–US news flow <> market reaction * Are Argentina's cash flow / swap details really sustainable or temporary? What is the underlying reason?
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