MBCC TH 3rd Apr'24 - "Market is chasing the Long inflation trend and selling out of Technology - has the rotation started?"

As q2 starts, market has been buying Oil/Energy at the expense of Technology, could this be the start of the great unwind of the Tech/Energy/Commodity trade?

Read below..as we break down top down macro signals WITH bottoms up physical. market signals to really time the trade!