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03 October 2023 Commodities | Economics & Growth | Emerging Markets | Equities | Europe | FX | Global | Monetary Policy & Inflation | Rates | UK | US

Weekly Investment View: Exit Short TWD, Plus Contrarian Trade Idea

Bilal Hafeez

By Bilal Hafeez, John Tierney, Henry Occleston, Caroline Grady, Viresh Kanabar, Dominique Dwor-Frecaut, Mirza Baig and Ben Ford
6 min read

This Week

Bilal discusses the contrarian trade of the quarter; Dominique previews PMIs and NFP; John notes growth equities shining as rates rise; Caroline sees another (smaller) pre-election rate cut in Poland; Mirza exits our short TWD position; Henry thinks long BTP trades could soon look attractive; Ben expects a hawkish pause at the RBNZ meeting; Viresh anticipates a tactical pullback in oil.

This Week

Bilal discusses the contrarian trade of the quarter; Dominique previews PMIs and NFP; John notes growth equities shining as rates rise; Caroline sees another (smaller) pre-election rate cut in Poland; Mirza exits our short TWD position; Henry thinks long BTP trades could soon look attractive; Ben expects a hawkish pause at the RBNZ meeting; Viresh anticipates a tactical pullback in oil.

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