Narrative Check: Brexit, Trump, China Stimulus And An Update On Charlie’s CTA Model

Narrative Check: Brexit, Trump, China Stimulus And An Update On Charlie’s CTA Model

Ok, it's time for "narrative" check - as it were. The market is demonstrating a propensity to generally ignore the Brexit boondoggle. I mean, sure, there are some folks trading it and if you're an FX strategist, you can't very well just sit on your hands and not churn out some largely useless decision tree that purportedly shows where sterling "should" trade based on the dizzying array of possible outcomes which at this juncture seem to range from "hostile coup" on one end to "call the whole th
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One thought on “Narrative Check: Brexit, Trump, China Stimulus And An Update On Charlie’s CTA Model

  1. On a situation-by-situation/country-by-country basis, it sure looks like we’re racing to the edge of the canyon, ‘Thelma and Louise” style. But deep in my (shrinking) liberal-can’t-we-all-be-friends gut, I think the powers that be will figure out a way to kick the can down the road and keep the pretense of “liberal democracy” alive for a while longer. Call it muddling through, but that’s what they make the big bucks and why I think it’s the most likely outcome. I hope I’m right.

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