Positioning Watch – Markets are starting to align for growth to slow down
CTAs have been long the USD and short global Fixed Income, but the tides are now starting to turn. The stars are aligning for lower bond yields, while the equity picture is a bit more mixed.
CTAs have been long the USD and short global Fixed Income, but the tides are now starting to turn. The stars are aligning for lower bond yields, while the equity picture is a bit more mixed.
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