Neutral Regime, But the Fundamentals Raised Their Hand First

Today's regime score landed at 0.22 — neutral, right down the middle. Credit wasn't exactly inspiring, with IG spreads wobbling and VKOSPI pinned suspiciously low. But AUD/JPY and the copper-gold ratio climbing in tandem, with export data holding firm behind them — that was enough for me. I added MSFT to the portfolio.