6min chapter

The Macro Trading Floor cover image

Animal Spirits Are Back For Markets

The Macro Trading Floor

CHAPTER

I Love Long Palladium, and I Like It

"What you should focus on right now are the trades that have been absolutely slaughtered last year and that no one has noticed yet in this kind of environment," he says. "I love long palladium, also given that it is one of the most hated commodities." And if data validates soft landing and rest, then ultimately, equity markets are going to close the year 15% up from today,. No problem, because there is no reason why shouldn't earnings be not collapsing.

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