bullish
Portfolio Watch: What if We Add a Rate Cut to This Fire..
394 Views03 Mar 2024 08:49
SUMMARY
- The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt up.
- Welcome to our weekly Portfolio Watch, where we assess the tradeable themes and discuss our portfolio composition.
- In this revamped version of the series, we will touch upon the developments in our Macro Alpha Portfolio and our Digital Assets Portfolio.
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