Trading during an active correction signal - VP April 2024 Global Macro Trading Discussion

  • Providing context for our correction signal (link to report)
  • Recap and update on our current global macro ideas: short THB, short CHF, short CNH, short SONIA vs SOFR, tactically trim homebuilders and gold, long Brazil equities

Links to the April and March EM/DM Leading Indicator Watch reports

Market DiscussionGlobal Macro TradingTacticalFXGoldBrazilSoniaSOFR

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