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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-bearish Aerospace & 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
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