Talking Points:
The US Dollar ended October with a rejection of 12-year highs while the SPX posted its best run in 4 years
Top fundamental themes through the final two months of the year remain risk trends and relative monetary policy
There is doubt over year-end seasonality studies while both the Fed and ECB have leverage December speculation
Video: Top Trading Themes for the FX and Equities Through Year End

Aucun commentaire:
Enregistrer un commentaire