The 2024 consensus is getting very bullish on US growth, while nothing is happening outside of US shores. Meanwhile, markets see all major markets converging towards a 2-2.5% inflation range. Feasible?
Positioning Watch – How are markets positioned ahead of a turbulent 2024?
As we approach 2024 we have a look at 2023 in rewind and point out the main positioning themes of the year, and how investors have positioned themselves for the new year.
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Steno Signals #56 – The business cycle that everyone misunderstood! Here is why..
Positioning and price patterns reveal that the pain trade is higher rates- and higher equities, while the recession is slowly but surely being called off by the consensus. Here are four reasons why everyone misunderstood the recession risk and why it is still alive…
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