Subscribe and don't miss next ideas
The US market, as well as some assets, is in a risk-on mode.
Most assets have their own seasonality.
The chart above shows one of them:
In recent years, in the period July-September, a correction began on the US market.
A number of macro indicators also speak in favor of a correction and that it is overdue.
Risk appetite according to Morgan Stanley research has reached a historical maximum
Although seasonality does not guarantee a correction right here and now, but at least it gives reason to think about reducing long positions
The US market, as well as some assets, is in a risk-on mode.
Most assets have their own seasonality.
The chart above shows one of them:
In recent years, in the period July-September, a correction began on the US market.
A number of macro indicators also speak in favor of a correction and that it is overdue.
Risk appetite according to Morgan Stanley research has reached a historical maximum
Although seasonality does not guarantee a correction right here and now, but at least it gives reason to think about reducing long positions
Trade ativo
Trump: US rates are too high.☝️President Trump is absolutely right.
🚀In a period of falling rates, it is preferable to give priority to small-cap stocks as an allocation
Aviso legal
As informações e publicações não se destinam a ser, e não constituem, conselhos ou recomendações financeiras, de investimento, comerciais ou de outro tipo fornecidos ou endossados pela TradingView. Leia mais nos Termos de Uso.
Aviso legal
As informações e publicações não se destinam a ser, e não constituem, conselhos ou recomendações financeiras, de investimento, comerciais ou de outro tipo fornecidos ou endossados pela TradingView. Leia mais nos Termos de Uso.
