We recently surveyed our Macro Hive network. The respondents were mainly sophisticated investors and analysts from financial institutions covering both buy and sell-side.
In a nutshell, 50% of our participant see W shape global recovery almost double compared to our last survey. Most consider economic and political instability in the US as the top geopolitical risk. They also expect a Biden win be negative for bond and equity markets. Views on Inflation in the US remains divided. In terms of markets, the majority are bullish gold, euro, and the S&P500. As far as bubbles in markets are concerned - popular opinion is that none exists. Finally, we also feature our networks favourite trade ideas.
I am sure you will find it insightful. Let me know if there are any questions you would like us to ask our network for the next survey.
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