Positioning for FOMC

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S&P 500 extended gains yesterday and today premarket, all great for us – but how are the internals looking as we‘re heading into tomorrow? Rotations are the saving‘s grace of every bull market, and thus far they‘re a bit clashing in their messaging as to what to expect purely technically. Macroeconomically and what I‘d be watching, I talked in the packed weekend video. Check also yields trajectory and USD with oil clearly pointing one way. Would you call the less than 5% odds of 50bp cut as accurately representing what might actually happen?

Positioning for FOMC

Positioning for FOMC

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