bullish
Positioning Watch – Markets are buying into US Fixed Income, but fast money don’t agree
303 Views27 Jun 2024 11:59
Welcome back to our weekly positioning watch, brought to you today from a sunny Copenhagen. Denmark advanced as the second team in their Euros...
What is covered in the Full Insight:
- Introduction
- Regional Market Volatility
- Equity Sectors and Fund Flows
- FX and Commodity Positioning
- Fixed Income Trends
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
- Japan Watch – Why BoJ Will NOT Intervene Anytime Soon05 Jul 2024
- Positioning Watch – Hedge Funds are leaning into the Europe trade despite election risks04 Jul 2024
- EUR Inflation Watch: Food for pause’istas28 Jun 2024
- Positioning Watch – Increasing the BETA risk?20 Jun 2024
- Positioning Watch – Hedge Funds are leaning towards increasing growth, but NOT inflation14 Jun 2024
x