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Heed The Chinese Reflationary Message
The U.S. Equity Strategy team recently upgraded the S&P materials index to overweight via boosting the steel index to an above benchmark allocation and subsequently they also put on a market-neutral trade: long materials / short utilities. They are…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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