Positioning Watch – Reflation bets are back in
390 Views09 Apr 2024 17:19
Hello everyone, and welcome back to our weekly positioning/sentiment overview. The mood in equity markets is still good, with major indices...
What is covered in the Full Insight:
- Current Positioning Overview
- Repositioning in Equity Markets
- Sector Positioning and Performance
- FX Positioning and Speculation
- Commodity Positioning and Freight Rates
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