Covid: Deus ex laboratorium
Report Date: 13th November, 2020 The vaccine news and the Biden presidency combined keep us positive on equities, negative on global bonds, neutral the euro and US dollar. But we now close the rest of our EM currency shorts (we already cut our short Turkish lira position). We are also now adding a long copper position, as a symbol of potentially stronger commodities if economic recovery is bolstered by Covid vaccinations.
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