bullish
Positioning Watch – Markets are begging for a rebound in growth
187 Views05 Sep 2024 18:54
Hello everyone, and welcome back to our weekly positioning watch, now moved to Wednesdays. Global macro has truly been a rollercoaster these past...
What is covered in the Full Insight:
- Introduction
- Market Sentiment Overview
- Sector Positioning and Trends
- FX Market Positioning
- Commodity and Fixed Income 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, 5-minute read)
Discussions
(Paid Plans Only)
Top 5%
Steno Research
Macro and Geopolitical Research House
- Positioning Watch – Markets Anticipate a 50bps Cut Tonight19 Sep 2024
- US CPI Review: 50bp is OFF (In September)12 Sep 2024
- Positioning Watch: Markets Are Positioned for Softness (in Rates)12 Sep 2024
- Positioning Watch – No Signs of a Recession in Positioning Data Yet28 Aug 2024
- Positioning Watch – Markets are much more sceptical on the Euro zone than the US and UK22 Aug 2024
x