Blogotariat

Oz Blog News Commentary

US election and asset prices

October 22, 2024 - 13:30 -- Admin

JPM notes that markets are pricing for Trump trades. 1. All in on Trump Themes? Hedge Fund flows have shown a strong preference for Republican themes with Rep Winners (JPREPWIN) bought over the past few weeks, putting positioning near ~2yr highs, while Dem Winners (JPDEMWIN) were sold throughout the year and positioning at multi-year low. The relative Rep

The post US election and asset prices appeared first on MacroBusiness.