This week:

  • Extremes in speculative futures positioning in stocks vs bonds
  • USD becoming a crowded trade and what this means for the outlook
  • EM risk pricing relief rally drivers and why it’s likely to be short-lived
  • Active vs passive fund flows and the new zero fee passive fund from Fidelity 
  • Japanese government bond yields going to 1%? (and the role of the BOJ)

    •  Video Length: 00:11:15

    Print Friendly, PDF & Email

    Related Posts