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It's been a while since the last post. Being frank, it's been a difficult market to navigate and writing about it wasn't easy either. Since the start of April we've seen a really strong broad market rally. More recently though, the price act…

The ECB's been cutting like they're getting ready for a bodybuilding competition, while the Fed is still bulking like it's the off-season. We've seen Trump putting pressure on Powell to start cutting rates as soon as possible too. One might thin…

What a week in the markets, huh? The VIX had us thinking the world was about to end, only for the market to close with one of its best weeks since October '23. We've even heard whispers of emergency rate cuts, imagine that! Are speculators exaggerating? Is the excessive …