explicit
NDX
RUT
Oil
Metals
explicit
BNP Paribas
8.5
Investment Bank $600.00B
Parisha 7.5
Investment Bank $600.00B
Parisha 7.5
1/29/2026 9:23:52 AM
dxy
We have a more balanced view on the dollar as a whole, we do still see a flatter downside tail risk for the dollar compared to the upside... the stars have aligned for the markets to trade a weaker dollar.
Unpredictable US policy, concerns over Fed independence, and real money hedging of US assets are catalysts for dollar weakness.
| 12/22/2025 2:27:08 PM | medium term down | 20 days later | +0.94% | -0.94% |
| 12/1/2025 1:30:08 PM | medium term cautious down | 20 days later | -1.08% | +0.54% |
| 9/2/2025 8:43:37 AM | medium term cautious down | 20 days later | -0.90% | +0.45% |
yields
We changed our call for the Fed, and we're no longer expecting any more cuts for them for this year... we think that they are likely to remain on hold now.
Upbeat Fed message, strong data, sticky inflation, and broad support for holding rates indicate a pause in the cutting cycle.
| 12/22/2025 2:42:18 PM | medium term up | 20 days later | +0.43% | +0.43% |
| 12/16/2025 1:37:05 AM | medium term cautious down | 20 days later | +0.67% | -0.34% |
| 12/3/2025 10:24:12 AM | short term cautious down | 5 days later | +1.90% | -0.95% |
| 12/1/2025 1:30:08 PM | medium term cautious down | 20 days later | +2.03% | -1.02% |
| 11/18/2025 10:02:58 AM | medium term down | 20 days later | +1.28% | -1.28% |
| 10/31/2025 1:03:58 PM | medium term cautious up | 21 days later | -1.66% | -0.83% |
| 9/2/2025 8:43:37 AM | medium term cautious down | 20 days later | -2.16% | +1.08% |
| 8/26/2025 9:07:48 AM | short term down | 6 days later | +0.92% | -0.92% |
