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X @Michaël van de Poppe
Michaël van de Poppe· 2026-07-14 07:39
I wouldn't be surprised to see a relatively soft CPI coming in, and the Japanese Yields to continue to fall in the coming weeks.They have a strong impact on the markets, and as a result, risk-on assets not doing well.If this drops beneath those daily MA's, the uptrend is over and the bond markets are getting into more stability.Liquidity will then be having more flexibility to be moving into risk-on assets. ...