Filter by Categories
Watch Series
The Great Game
Daily Post
Steno Signals
Free sample
Emerging Markets
Positioning Watch – The Chinese disappointment is written all over the latest positioning

Positioning Watch – The soft landing narrative is scratching the surface again

With the debt ceiling deal done and yesterday’s stunning NFP numbers, the soft landing narrative seems to be back, and optimism is gaining territory in the global macro scene. See what this means for positioning across asset classes, and whether you’ve placed your eggs in the right basket.

To read the full article, sign up for a 14-day FREE trial of the Premium plan.