20211122 Weekly note

MARKET AT GLANCE

EQUITIES

RATES

COMMODITIES

TRADE VIEWS/IDEAS

With markets looking particularly vulnerable at the moment, I’m getting mildly bearish, from Neutral last week and mildly bullish the week before that. Long duration short cyclical theme looks like it could easily dominate the next few weeks and will be my preference for the short term book. For the longer term I like Oil on dips and still very much like AUDCAD short as a trade with strong potential to perform into next year.

Have a great week trading!

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