We add to our cyclical rotation, while we take profit in our very profitable tech bets.
![Trade Alert: More Gas To The Cycle](https://stenoresearch.com/wp-content/uploads/2023/05/TradeAlert-1080x675.png)
We add to our cyclical rotation, while we take profit in our very profitable tech bets.
Every Wednesday our Head of Research, Andreas Steno, goes through the 5 most important themes/charts in global macro right now and how we assess them. Enjoy!