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
Construction Spending Decreased 0.2% in March
-
From the Census Bureau reported that overall construction spending
increased:
Construction spending during March 2024 was estimated at a seasonally
adjust...
5 timer siden
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