X @Michaël van de Poppe
Michaël van de Poppe·2025-12-22 15:05

Market Analysis & Strategy - MN Fund's allocations remain relatively large in the markets, with a high focus on volatility trading [1] - Macroeconomic events are crucial for MN Fund in building their strategy and thesis [1] Economic Indicators - US Unemployment Rate: Reported at 4.6%, exceeding the expected 4.4% [1] - CPI Data: Reported at 2.7%, falling short of the expected 3.1% [1] Monetary Policy - Bank of Japan decided to increase their interest rates by 25 bps (basis points) [1]