bearish

Portfolio Watch: Short metals and Europe but long (US) liquidity sensitive assets

22 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
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