Emerging Markets | Europe | UK | US
We are rotating one trade in our portfolio, this week. As it stands, we favour trading multiple Federal Reserve outcomes, an underpriced European Central Bank, BTP underperformance, a dovish Bank of England pivot, the China re-opening and underpriced Reserve Bank of India cuts.
We are rotating one trade in our portfolio, this week. As it stands, we favour trading multiple Federal Reserve outcomes, an underpriced European Central Bank, BTP underperformance, a dovish Bank of England pivot, the China re-opening and underpriced Reserve Bank of India cuts.
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