Bond survey further net-bearish, equities still deep net-bearish
@Callum_Thomas：
1.Your *bonds* view/positioning is (primary reason in brackets):[Bearish = rising yields] [Bullish = falling yields]Bullish (Fundamentals)31.6%Bullish (Technicals)11%Bearish (Fundamentals)47.7%Bearish (Technicals)9.7%Bond survey further net-bearish2.$S&P 500(.SPX)$ Your equities view/positioning is (primary reason in brackets):Bullish (Fundamentals)13.7%Bullish (Technicals)19.7%Bearish (Fundamentals)54.8%Bearish (Technicals)11.8%slight tick up on the week, still deep net-bearishAerospace & Defense sector looking bullish (upside breakout and 200dma turning up)When it comes to geopolitics, it's "heads I win, tails you lose" for the defense sector...https://twitter.com/Callum_Thomas/status/1627439378871222273
