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.
PolycarpFX Q2 - 2026 Market Outlook
Midterm Year Volatility, Oil Shocks, Credit Risk, and What Might Come Next




