Search Results for: trade

Tech Stocks – What Do You Think Is Currently the Most Crowded Trade? The most crowded trade is still “U.S. Long Tech.” Image: BofA Global Fund Manager Survey

U.S. Dollar Broad Trade Weighted Index Surrounding FED Tightening Cycles Will the U.S. dollar weaken after the Fed starts tightening monetary policy? Image: Deutsche Bank

Notional Volume Traded in Listed U.S. Equity Options Will the surge in option volumes continue? Image: Goldman Sachs Global Investment Research

FedEx vs. World Trade (Leading Indicator) Fedex tends to lead world trade by 6 months. Image: Nordea and Macrobond

Reflation Trade Positioning Indicator Is the reflation trade over? Image: Topdown Charts

Trade-Weighted U.S. Dollar Index and U.S. 30-Year T-Bond Price vs. MSCI All-Country World Will the safe-haven U.S. dollar continue to rise amid Delta COVID variant outbreak? Image: BCA Research

Markets Performance – Reflation Trade Has the reflation trade run its course already? Image: Goldman Sachs Global Investment Research

Reflation Trade – U.S. Bond and Equity Markets Is the U.S. reflation trade still alive? Image: BCA Research

U.S. Trade-Weighted Dollar and Twin Deficits as % of GDP (Leading Indicator) Historically, the twin deficits tend to lead the U.S. dollar by two years. Image: Deutsche Bank

Bubbles – FMS Investors and the Most Crowded Trade Are tech stocks and Bitcoin in bubble territory? Image: BofA Global Fund Manager Survey