bearish
Tactical Trading – Time to Sell Japan Again
Rikki has highlighted this Insight as a Top Pick
347 Views06 Sep 2024 06:01
Act II of the drama continues with a shift in sentiment towards bad news, as over 100 basis points of cuts are already priced in before year end.
What is covered in the Full Insight:
- Act II of the Drama
- Risk-Reward Analysis
- Strong JPY Impact
- Thematic Portfolio Performance
- US Economic Data
SUMMARY
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Top Quartile
Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
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