Trade With the Market’s “Weather Report” Not Your Gut! Macro Positioning report “Soft landing is guaranteed.” “Central banks are trapped.” “The yen carry trade can’t unwind.” hhhhhhhhhhhhhhh“Soft landing is guaranteed.” “Central banks are trapped.” “The yen carry trade can’t unwind.”“Soft landing is guaranteed.” “Central banks
(and What’s Replacing It) If you watch financial TV, you know the drill. A sharply dressed economist comes on screen and declares, with absolute certainty, "The S&P 500 will hit 4,800 by year-end," or "Inflation will be exactly 2.5% next quarter."
AUD/USD: Positive Aussie Data, Range-Bound Price As at 17 November 2025, AUD/USD is grinding around the mid-0.65s after a choppy but net-positive month. Over the last four weeks, AUD/USD has traded roughly between 0.6440 and 0.6620, with a push up toward 0.66 in