PolycarpFX

PolycarpFX

PolycarpFX Q2 - 2026 Market Outlook

Midterm Year Volatility, Oil Shocks, Credit Risk, and What Might Come Next

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PolycarpFX Market Research
Mar 29, 2026
∙ Paid

Welcome to my Q2 - 2026 Market Outlook—coming off a quarter where our Q1 playbook for a stretched, mean‑reverting market, narrow leadership, and rising volatility played out almost point for point. I had Claude run an analysis and grade the Q1 Outlook, I’ll be doing this each quarter for the Outlook and the Quarter Trade Idea’s.

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