Copper's Sprinting, IG Spreads Are Grumbling — I'm Opening Empty-Handed
This morning's scorecard looked split: copper, Korea exports, and AUD/JPY were all flashing risk-on, but IG spreads pushed back hard and vkospi stayed noisy. Regime clocked in at neutral (0.24) — not the kind of clean read that gets me pulling the trigger. I opened the session with nothing in the cart.