MBCC TH 10th August'23 - "The self fulfilling rotation out of Technology/Nasdaq into Energy?"

Why did Technology start underperforming after their Q2s? Why is Oil doing well now and what is causing this - it is all about positioning more than fundamentals at times..

We explain what the macro markets are pointing out to here and how to trade it…

What is China up to? Everyone uses the argument “oh they will print soon” as reason to keep buying, but what is really going on?