Thierry Wizman 1.5 1 idea

Global Strategist, Macquarie Group
After 1 day
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1/15 min ideas
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1/15 min ideas
After 1 month
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1/15 min ideas
0 winning  /  1 losing  ·  1 positions (30d)
Net: -11.4%
By sector
currency
1 ideas -11.4%
Top tickers (by frequency)
USD 1 ideas
0% W -11.4%
Best and worst calls
Inflation remains sticky above 3%, and the Fed minutes revealed a "hawkish tilt" with some members discussing hikes. The market is pricing in cuts that the data does not justify. If the Fed holds or hikes while other central banks cut, yield differentials will drive the Dollar higher. Additionally, US "re-engagement" in geopolitics supports the currency. LONG USD. The Fed ignores inflation and cuts rates to support the labor market/growth.
USD Bloomberg Markets Feb 19, 16:16
Global Strategist, Macquarie Group
Thierry Wizman (Global Strategist, Macquarie Group) | 1 trade ideas tracked | USD | YouTube | Buzzberg