Trading Ideas — 25 June 2026
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2026-06-25 08:05:00
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## 6) TRADING IDEAS **Position for disinflation, a dollar turn, and selective AI longs.** The desk consensus: fade the hawkish rate scare, lean into the oil-down trade, and respect crowded positioning. **Why it matters:** With a data vacuum into July, these are tactical expressions sized for headline-driven volatility — not buy-and-hold convictions. **Rates / macro:** - **Fade the hike pricing.** Buy 2-year futures and September...
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