bullish
Portfolio Watch: A hawkish 50bp cut marking the bottom?
208 Views23 Sep 2024 14:14
Happy Friday from Copenhagen!We haven’t had the best week, but we are thankfully still doing well in trades trending in a cutting cycle, such as...
What is covered in the Full Insight:
- Introduction
- Election Year Hiring Trends
- USD/JPY Analysis
- Fixed Income Strategy
- Crypto Market Insights
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Steno Research
Macro and Geopolitical Research House
- Positioning Watch: Hedge Funds Caught in the China Storm, While Retail Investors Keep Piling In10 Oct 2024
- Positioning Watch – NFP could really shuffle USD markets given current positioning03 Oct 2024
- Portfolio Watch: The outlook is brightening into October30 Sep 2024
- Positioning Watch – Markets Anticipate a 50bps Cut Tonight19 Sep 2024
- Positioning Watch: Markets Are Positioned for Softness (in Rates)12 Sep 2024
x