MBCC TH 5th September'23 - "Now the real fun starts, soft landing/recession debate as macro weakness and Fed is in a dilemma!"

We are back to normal schedule as now we are past labour day holidays, also the market returns with better liquidity. Over the past month we have seen some interesting cross asset signals that are pointing to some opportunistic discrepancies for September.

What is the play here? Which asset class shows the best upside/downside risk reward?

Also remember Commodities and Oil is a seasonal timing game, so we tell you how to play physical market movements with macro as OPEC does not get it even! Want to know what the trade is in Oil?