Alpha Report: Week Ahead
Risk Flows
The equity view and bond view that was laid out in the macro rate report continues to be confirmed. Equities are pushing up against all-time highs (as the long NQ positioning is paying: Link) and bonds remain BELOW the NFP level:
Please see the updated tear sheets here before we dig into the week ahead:
The economic calendar for this week is not very heavy and we have a holiday tomorrow so markets are closed:
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