Premium: Are we buying tech again?
Here's what I mentioned in the Discord last night...
I am holding firm on EURGBP short til next week - I feel what’s happening now is month end related but I don’t reckon it’s the right time to exit. In from 45, trading 32, but got hit on it last week so wary of taking another loss on the pair.
Rotation into bonds this week has been fast and hasn’t had much let up. Stocks settle t+2 so perhaps all this selling will be done by week end, lower yields/growth recalibrate and growth gets