Economic data keeps surprising us positively, and markets are starting to believe that a soft landing is the base case. That’s at least what positioning data is telling us.
Positioning Watch – A sentiment-gauge across asset classes
Saturday is here, and we hope that you all have a great weekend. Meanwhile, Saturday also means fresh CFTC COT data, so while we endorse you to kick up your feet, we’ll present to you our updated dashboards on positioning across asset classes and highlight the peculiarities that catch our eyes.
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