bullish
Positioning Watch – Metals bets are finally being squared, but retail is piling in
208 Views31 Jul 2024 11:36
Markets remain focused on 2-3 rate cuts from the Fed, growth not rolling over fully, and inflation continuing its downward trajectory. There seems...
What is covered in the Full Insight:
- Rate Cut Expectations
- Equity Sector Performance
- Fund Flows
- FX Positioning
- Commodity and Fixed Income Positioning
SUMMARY
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