As we move forward, the ability to discern genuine market signals from manipulative noise will be paramount. The insights gleaned from analyzing the DXY, TNX, IEF, and the charts of TMF, EEM, and GLD provide a framework for navigating the complexities of the current environment.
2025 is here and off to an interesting start, with a new administration, frequent policy changes, new appointees in critical roles, and the long-anticipated effects of easing monetary policy finally showing up in the charts.
It’s been three weeks since the election, and we’ve seen a significant market reaction. It seems the changes to monetary policy finally decided to show up in certain areas while not in others.