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.
![Positioning Watch – The 60/40 portfolio in reverse](https://stenoresearch.com/wp-content/uploads/2023/01/Positioning-Watch-1080x675.png)