Gas Is Flashing Red, Copper Is Squeezing—And Rates Are Pricing A Fantasy.

The long-weekend catch-up

A longer wrap after the extended weekend, covering the key setups from the past few sessions.

Europe’s gas tail is getting harder to ignore, rates and election risk remain underpriced, and copper is pushing into uncharted territory. The dollar continues to defy the debasement narrative, while Brazil and Korea deliver the upside action.