In today’s briefing:
- Asia Long Bets
Asia Long Bets
- Our biggest shift in Asia stems from reversing from short to long Japan and Taiwan. We have held a positive view in Australia and Thailand.
- SPX bounce call from 3,800 to 3,950, is lacking needed energy. Flat pattern wants to press lower post bounce and represents pullback risk in Asia as does an oversold USD.
- Asia longs are tactical in nature but have the ability to run into late January within the context of a larger degree Q1 equity bear cycle.
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