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Here is What We Told Hedge Funds This Week—and How We’re Trading It!
276 Views02 Dec 2024 13:13
Happy Friday!Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
What is covered in the Full Insight:
- Introduction
- Fed's Liquidity Plans and Market Impact
- China's USD Bonds and Gold Strategy
- Manufacturing vs. Services Outlook
- Equity Positioning and Portfolio Strategy
SUMMARY
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