What To Watch & Avoid.
The great Japanese carry trade is over. Recent market turmoil has highlighted key areas of focus for investors. Volatility is high, with the third highest VIX print ever observed. Energy continues to outperform, with XOM leading the sector, while tech giants like META, Alibaba, Tencent, and Coupang show strong performance amidst market stress. However, …
Keep reading with a 7-day free trial
Subscribe to GMG Research to keep reading this post and get 7 days of free access to the full post archives.