bullish
Positioning Watch: Are we back to square one?
160 Views08 Aug 2024 13:08
Welcome back to the weekly positioning watch. What a week it has been so far! The recession narrative has slowly but surely vanished from global...
What is covered in the Full Insight:
- Introduction
- Equity and FX Risks
- Hedge Fund Positioning
- Commodity Positioning
- Fixed Income 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, 6-minute read)
Discussions
(Paid Plans Only)
Top 5%
Steno Research
Macro and Geopolitical Research House
- The Week at a Glance: The USD in the (Jackson) Hole amidst Over 1 Million Jobs Disappearing?19 Aug 2024
- Portfolio Watch: Cracks are appearing in the lagging cycle19 Aug 2024
- Positioning Watch – Positioning Squaring in JPY is Complete14 Aug 2024
- Positioning Watch – Metals bets are finally being squared, but retail is piling in31 Jul 2024
- Positioning Watch – There was no “rotation” from large to small caps26 Jul 2024
x