Macrotech Research2024-01-23T01:42:28+02:00January 23rd, 2024|Tags: CFR, KMB, markets, Trade Ideas|
Market momentum has remained strong and we are cautious - but still long. The full report outlines all the detail of macroeconomic data releases as well as market moves. We also provide an update on our risk matrix and latest trade ideas which reflect our defensive tilt. Our educational slide outlines some key themes we watch as we navigate into 2024.
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