In today’s briefing:
- Long/Short Position Under Currents
Long/Short Position Under Currents
- Rise into late June/early July cycle peak on track with scope to overshoot after the 4th of July break (then expect a more volatile mid-July period). Reducing on strength.
- SPX kissed our 4,500 target with an overshoot projection at 4,547. Recent long from 4,470.
- Top Asia longs: NKY, Taiwan and India. Top shorts have been HSI and Kospi 200 (heavy bias to add on upticks). July will usher in a more volatile phase.
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