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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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  • Positioning Watch – Reflation bets are back in
    09 Apr 2024
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