bullish
Positioning Watch – Hedge Funds are leaning into the Europe trade despite election risks
220 Views04 Jul 2024 09:56
Greetings from Copenhagen!Markets are still busy trying to digest the first rounds of the French Election, with Le Pen’s party looking...
What is covered in the Full Insight:
- French Election Risk and Market Response
- US Equity Sentiment and SPX Implied Correlation
- Hedge Fund Positioning in Growth Sectors
- Financial Sector Prospects in H2
- Hedge Fund FX and Commodities Positioning
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
x