Trade Alert: Switching from long pants to shorts
As the macro picture is starting to look a bit more gloomy, risk-assets doesn't look as compelling despite the decent liquidity picture. Read more to find out what which 2 trades we are adding to our portfolio.
![TradeAlert](https://stenoresearch.com/wp-content/uploads/2023/05/TradeAlert.png)
As the macro picture is starting to look a bit more gloomy, risk-assets doesn’t look as compelling despite the decent liquidity picture. Read more to find out what which 2 trades we are adding to our portfolio.
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