Not trying to overthink right now
Short, simple and to the point. Another great analysis in this interesting times.
Oil has stabilised, vol is lower so your risk parity guys have come into buy equities today - great note Rich
Also think buy defence stocks. Not only US & European demand, but one can imagine Saudi and the gulf states will spend more on defence going forward.
buy CADJPY
Short, simple and to the point. Another great analysis in this interesting times.
Oil has stabilised, vol is lower so your risk parity guys have come into buy equities today - great note Rich
Also think buy defence stocks. Not only US & European demand, but one can imagine Saudi and the gulf states will spend more on defence going forward.
buy CADJPY