In and Out - VP July 2024 Global Macro Trading Call [video + AI summary] | Research

Recap and update on our main FX and STIR trades. New trade from July EM/DM LIW: Short EURAUD (replace/take profits on long AUDCAD & long EURUSD).
Kamala Harris as the Democratic nominee WOULD change our Keys to the White House framework to slightly favor Republicans and a “change” election result this November.