Will write normal blog later but as I have changed "core-view" mainly on Equity....
Equity:
Long S&P (since 1380s)... 1450 target if we can take out 1400/05
Long EMG
Long Dax
FX:
Long US dollar vs Euro - Start of the cyclical change I have talked about all year?
Commodities:
Long Grains
Short Crude (through options + still not working)
FI:
Short bunds
Long Corp. Debt. inv. grade
Steen
Thursday: Unemployment Claims, Trade Deficit
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[image: Mortgage Rates] Note: Mortgage rates are from MortgageNewsDaily.com
and are for top tier scenarios.
Thursday:
• At 8:30 AM ET, The *initial weekly ...
2 timer siden
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