bearish
Overview #7 Speculative Positioning Review
159 Views19 Aug 2024 06:01
Recent events/data have led to a dialing back of expectations for US interest rate cuts, while CFTC data indicates a decrease in speculative activity in some markets.
What is covered in the Full Insight:
- Overview
- JPY Positioning
- US Retail Sales Impact
- Gold Market Analysis
- Copper and Silver Positioning
SUMMARY
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Full Insight
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Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
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