Euro and CAC 40 Rally After the First Round of French Elections

The right-wing National Rally (RN) party won the first round of the French parliamentary elections on Sunday but look set to fall short of the 289 seats needed to gain power.

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Australian Dollar Q3 Fundamental Forecast: Mixed AUD Outlook as China’s Growth Concerns Clash with Resurgent Aussie Price Pressures

The negative knock-on effects from China’s economic frailties are likely to be pushed Aside After Aussie inflation Demanded a hawkish Response from the Reserve Bank of Australia

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Bitcoin Q3 Fundamental Outlook – Short-Term Muddled, Longer-Term Positive

Bitcoin’s bullish momentum spluttered in Q2 as spot ETF buying was outpaced by cash sellers. However, Q3 could facilitate a bullish continuation on speculation of further institutional adoption

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Equities Q3 Fundamental Outlook: Bullish Momentum to Slow

The outlook for US indices is still bullish, but headwinds like stubborn inflation data, inflation expectations, a less inclusive rally, and a seasonal consolidation limit the extent that indices are likely to rise in Q3

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US Dollar Q3 Fundamental Outlook: US Dollar to Soften as Fundamental Outlook Eases

US inflation cooled in Q2 as did economic growth, opening the door to a rate cut later this year. US yields have likely peaked, leaving the dollar vulnerable to a dovish repricing

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