The summer lull is here, which normally calls for a quiet period in markets. But volatility might not be as low throughout July as a lot of people anticipated, which could force PMs back from the beaches. Follow along as we dissect how traders are positioned coming into the vacation season.
Bullish price action and the soft-landing narrative is still roaring in markets, and we thus wonder whether It’s just the AI bonanza that’s driving market sentiment, or if the big players have actually switched their views. We take a look at institutional positioning and fund flows in this week’s edition.