bearish
Portfolio Watch: Short metals and Europe but long (US) liquidity sensitive assets
27 Views15 Jun 2024 00:00
The European investment case has suffered a significant blow with the reintroduction of fragmentation risks due to the political turmoil in...
What is covered in the Full Insight:
- Political Turmoil in Europe
- Investment Opportunities in Tech and Consumer Discretionary Sector
- Positioning in Copper and Natural Gas
- Outlook for Cryptocurrencies
- Market Trends in Bitcoin and Ethereum
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 5%
Steno Research
Macro and Geopolitical Research House
x