Lord Fed @lordsfed
London, England @lordfed.co.uk Joined November 2023-
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They told me perfection doesn’t exist then I found this… The week ahead (and a small write up on synthetics) lordfed.co.uk/p/the-week-ahe…
I’m not sure why it had to take so long to announce that Kate Middleton has cancer? Awful news but happens to the most of us
$RDDT only 9B, why not make it 900B?
Quick mid-week thoughts just in time for opening... a few ideas on my mind, and I am looking to put them on before the end of the week. lordfed.co.uk/p/mid-week-tho…
The S&P 500 just crossed above 5,200 for the first time. It took 757 days to go from 4,800 to 4,900 and just 56 days to go from 4,900 to 5,200... lol
Yen pain train can’t stop, won’t stop
Yen has once again smoked a tonne of mug punters
Dollar positioning is now long, but not long enough to cause concern IMO
For the small minority on here that care about FX… FX positioning… - Dollar positioning is extremely pessimistic, minuscule amount of length added this week after having the most bearish positioning over 1yr, CTAs heavily short. Dollar went from max long to max short in a
I think there’s a small chance that the Fed doesn’t cut this year. What’s your view?
Even if the BoJ hike, the yen will remain a great funder
It’s AI week! The week ahead… lordfed.co.uk/p/the-week-ahe…
Want him in for four more years?
Just as the USD/JPY 140 targets started coming out earlier this week, we head back towards 150
Somebody tell me what this fish is please… I have only seen it this year in Barbados, never before… it looks like it’s scales are diamond shape and black/white/silver.
Somebody tell me what this fish is please… I have only seen it this year in Barbados, never before… it looks like it’s scales are diamond shape and black/white/silver.
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