Franja y Ruta

Jun 11, 2026

∙ Paid

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And the US has at least nibbled on the hand (foreign investors) that feeds it.

The Dollar

Still unable to break out of this 2026 rectangle though below trend of course.

The US is trailing 21 countries and 12 countries are still red almost half way through the year.

French industrial production trying to breakout.

Nice move lower in the unemployment rate in Canada.

Tough run here for industrial production given the oil shutins.

I agree with this assessment and think the parts I highlighted are important and correct.

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