bullish
Positioning Watch – The US Exceptionalism Story Is Back in Play!
278 Views29 Nov 2024 14:30
Main point:The current positioning picture is becoming increasingly uniform across asset classes: higher US growth, higher USD rates versus...
What is covered in the Full Insight:
- Introduction to US Exceptionalism
- Analysis of Equity Positioning
- Earnings Expectations vs. Market Realities
- Commodities and Meta Positioning
- Fixed-Income and Interest Rate Trends
SUMMARY
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