The tweet was deleted by the author.
But we saved everything 🙂.
Christophe Barraud, head of discretionary management and research at LIOR Global Partners, highlights that traders are increasing their positions in hedges amid expectations for a less aggressive U.S. Federal Reserve rate-hike cycle.
This shift indicates changing sentiment about the central bank's future monetary policy trajectory.
View post on X Loading...
Barraud has recently commented on macroeconomic developments in several markets. He noted that China’s factory activity was projected to contract again in August, marking continued weakness in the sector. In a separate update, Barraud reported that Turkey trimmed its 2027 GDP growth forecast ahead of national elections.