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Positioning Watch: Markets Are Positioned for Softness (in Rates)

560 Views12 Sep 2024 06:31
Hello everyone, and welcome back to our weekly positioning watch. A lot is happening in markets ahead of what could be a significant turning point...
What is covered in the Full Insight:
  • Introduction and Market Sentiment
  • Positioning Trends Across Asset Classes
  • Defensive and Cyclical Sectors
  • USD and Currency Positioning
  • Commodity and Fixed Income Positioning
SUMMARY
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