Cautiously positioned ahead of Q2 earnings season beginning July 8-11, acknowledging technical consolidation and June hawkish Fed repricing while maintaining constructive view on AI capex validation and structural growth, but defensive given elevated valuations requiring flawless execution
Copper quietly delivers, wheat explodes while nobody's watching, and crude oil reminds the desk that the war premium has a pulse.
This week's GBP/USD outlook: key drivers, volatility context, risk-opportunity assessment and the week ahead.
This week's Russell 2000 outlook: key drivers, volatility context, risk-opportunity assessment and the week ahead.
Copper key levels breakdown: support zones, resistance zones, confluence and price structure.
