bullish

Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade

211 Views17 Jul 2024 16:03
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
What is covered in the Full Insight:
  • Overview of US Economic Outlook
  • Equity Market Expectations vs. Economic Consensus
  • Hedge Fund Positioning and Sector Rotation
  • Impact of Global Central Bank Policies
  • Commodity and FX Market Dynamics
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