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The Contrarian Edge
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DECEMBER Briefing

  • Liquidity regime overview
  • Credit spread and funding stress map
  • Cross-asset pulse across equities, rates, FX, and commodities
  • Flows and positioning context
  • Tactical bias: strengthening, weakening, and diverging signals  


Week of December 1st (pdf)

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Week Of December 8th (pdf)

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Week Of December 15th (pdf)

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The Contrarian Edge


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@ 2025 Rodrigo Jiménez 

Independent Macro Strategy

For educational purposes only. Not investment advice.  

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