Inner Loop Intelligence
All Themes
·
All Sources
Slack: C0A0ZBSJW2U/ts:1773328934.8671
Author: Will B
Date: 2026-04-07
Type: slack
Evidence: 2
Themes: 2
us-dollar-fx-structural-bear
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[E36]
Opportunistic short term trade would be NZD/AUD with NZ short due to energy vulnerability.
commentary · 2026-04-07
iran-hormuz-cascading-supply-shock
🟢
[E272]
Opportunistic short-term trade would be NZD/AUD with NZ short. Also agreed that shorting cable (GBP/USD) cheaply and holding the position — someday in next year likely to make out bigly.
supporting · 2026-04-07