QVX macro overlay – my take on the news.
Three headwinds landing at once is a real liquidity story, not just sentiment. I'm skeptical that IPO capital drain is the dominant driver, but combined with rate expectations it explains the grind lower. Watching for stabilization before adding risk. 📉
My full QVX commentary and trade logs are at https://www.qilanx.com/
Three headwinds landing at once is a real liquidity story, not just sentiment. I'm skeptical that IPO capital drain is the dominant driver, but combined with rate expectations it explains the grind lower. Watching for stabilization before adding risk. 📉
My full QVX commentary and trade logs are at https://www.qilanx.com/