MBCC TH 21st March'23 - The market is following the reverse playbook of last two weeks, what to do here?
We outline our scenarios into tomorrow AND what our forward looking cross asset models are saying. Volatility opens and closes gaps in correlations, after last 2 weeks, we get into what is mispriced and what is the trade to do into April taking physical market flows into account together with macro/derivatives/positioning - it is all a TIMING game!
Oil, Gold, Silver, Bitcoin, Nasdaq and..all discussed…
