Australian Dollar Q3 Fundamental Forecast: Mixed AUD Outlook as China's Growth Concerns Clash with Resurgent Aussie Price Pressures
The negative knock-on effects from China's economic frailties are likely to be pushed Aside After Aussie inflation Demanded a hawkish Response from the Reserve Bank of Australia
Bitcoin Q3 Fundamental Outlook – Short-Term Muddled, Longer-Term Positive
Bitcoin's bullish momentum spluttered in Q2 as spot ETF buying was outpaced by cash sellers. However, Q3 could facilitate a bullish continuation on speculation of further institutional adoption
Equities Q3 Fundamental Outlook: Bullish Momentum to Slow
The outlook for US indices is still bullish, but headwinds like stubborn inflation data, inflation expectations, a less inclusive rally, and a seasonal consolidation limit the extent that indices are likely to rise in Q3
US Dollar Q3 Fundamental Outlook: US Dollar to Soften as Fundamental Outlook Eases
US inflation cooled in Q2 as did economic growth, opening the door to a rate cut later this year. US yields have likely peaked, leaving the dollar vulnerable to a dovish repricing
US Dollar Index (DXY) Listless After Core PCE Meet Forecasts
The latest Core PCE data met market estimates across all readings leaving the US dollar rudderless going into the weekend.
