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Alex Krüger
@krugermacro
🇦🇷 Economist. Trader. Sharing views on global markets.
加入 March 2012
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Midterm review of my 2026 year-end calls ➤ peace in the ME=> no peace but no kinetic war ⚠️ ➤ higher inflation => CPI from 2.4% YoY to 3.7% YoY✅ ➤ non-hawkish Fed => the Fed is hiking❌ ➤ Blue wave => historical GOP defeat ✅ ➤ S&P up 10% or more => up 15% ✅ ➤ BTC up 25% to 33% => up 8% ⚠️ ➤ Spain or Argentina as new world champions ✅ It's easy to forget how bad things were back in April.
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➤ peace in the Middle East ➤ higher inflation ➤ non-hawkish Fed ➤ Blue wave ➤ S&P up 10% ➤ BTC up 25% to 33% This is all happening. In fact, if anything, prices will run even higher. Stocks in particular. Don't fight the trend.
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