bearish

Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..

224 Views17 Apr 2024 09:29
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
What is covered in the Full Insight:
  • Overview of market sentiment
  • Analysis of volatility
  • Fund flows and sector analysis
  • Impacts of USD dynamics on commodities and currencies
  • Fixed Income positioning and expectations
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Top 5%
Steno Research
Macro and Geopolitical Research House
Multi-AssetMacroeconomicsCross Asset Strategy
x