

Four Themes Driving Summer Markets
Aug 15, 2024
Markets are settling after a period of volatility, but questions remain about future stability. Key topics include four vital indicators that reveal investor behavior and inflation trends. Listeners get insights into the rotation between large and small cap stocks and ongoing tech stock fluctuations. The discussion also emphasizes the importance of analyzing institutional positioning to forecast market movements. As summer approaches, the implications for equity, rate, and FX markets are explored.
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