The Central Bank Liquidity Cycle Q2 2024 to 2025
Good Afternoon,
It’s been some time since I wrote in detail about my long term macro view.
Firstly, let’s begin with the end of Q1. It’s unlikely we see any pull back of note through the end of March as funds mark up quarter end. Short term watch 5222 today and perhaps 5200 but a gamma squeeze to 5250 short term likely sees higher prices as we approach …