bullish

Positioning Watch – Markets Are Moving Away from the US (in FI)

289 Views27 Sep 2024 13:54
Hello everyone, and welcome back to our weekly positioning update!Everything is about China these days, with both the PBoC and the Politburo...
What is covered in the Full Insight:
  • Introduction
  • Chinese Stimulus and Market Reaction
  • Equity Sector Positioning
  • FX and Commodities Positioning
  • 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)
chart-bar
Logo
Top Quartile
Steno Research
Macro and Geopolitical Research House
Multi-AssetMacroeconomicsCross Asset Strategy
x