ZTrader Macro & AI Notes

ZTrader Macro & AI Notes

ZTRADER WEEKLY MACRO

CHEAP CAPITAL IS GONE. NOW THE MARKET DECIDES WHO DESERVES TO BE EXPENSIVE.

Dorian's avatar
Dorian
Jun 29, 2026
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ZTRADER WEEKLY MACRO

Week of June 22–28, 2026

CHEAP CAPITAL IS GONE.

NOW THE MARKET DECIDES WHO DESERVES TO BE EXPENSIVE.

by Dorian | ztrader.ai

This week the market stopped talking about war and started talking about price.

Not the price of oil or the price of semiconductors. The price of money itself.

Every major cross-asset move this week traced back to a …

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