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帖子作者：
grafi24
This week view:The Market Is Not Broadly Bullish. It Is Selectively Aggressive
在
经验丰富的交易员
中
May 12 at 04:51
An interesting observation from recent sessions is how concentrated the market currently is around a small number of themes rather than broad participation across all FX pairs. For example: strong AUD participation, weak CHF and JPY flows, selective commodity momentum, while broader market breadth still remains mixed underneath. What becomes difficult in those environments is not finding trades. It is understanding which trades are effectively the same exposure expressed through different instruments. Correlation clustering starts becoming more important than raw signal count. Another interest...
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