Fed/EZB Setup: Soft Fed, Cautious ECB The Fed cut –25 bps and hinted at additional reductions in 2025. The ECB is on a “cautious pause.” Global funds are buying U.S. assets while hedging USD...
🏛 The Paradox of Resilience Look reality in the eye: the world is falling apart at the seams, Washington is mired in political circus, trade wars have become background noise, the dollar is weakening,...