Jason Hunter discusses the sharp July trends across fixed income, currency, equity, and commodity markets. While they look more technical and position-driven at the moment, the late-cycle signals coming from cross-market relationships and lower-frequency pattern development suggests the summer shifts can mark the start of something more durable.

Speakers:

Jason Hunter, Head of Technical Strategy

This podcast was recorded on 25 July 2024.

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All into Account: Technical Strategy – Sharp risk-off seems to be more position-driven and technical than fundamental at this point